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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,970 | $201,370-77.7% | $184,256-75.6% | $145,897-69.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.88% | 29.05%-11.2pp | 28.85%-11.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $6,327 | $7,024-9.9% | $6,427-1.6% | $4,663+35.7% |
| Participant deferral / active EE | $11,361 | $9,808+15.8% | $9,133+24.4% | $6,689+69.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |