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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 | $34,134 | $209,336-83.7% | $197,124-82.7% | $137,256-75.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.94% | 48.09%-22.2pp | 44.34%-18.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,765 | $6,591-42.9% | $6,227-39.5% | $4,156-9.4% |
| Participant deferral / active EE | $4,828 | $9,614-49.8% | $9,135-47.1% | $6,407-24.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |