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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 | $35,883 | $97,125-63.1% | $86,233-58.4% | $137,256-73.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 30.30% | 74.19%-43.9pp | 61.39%-31.1pp | 220.34%-190.0pp |
| Employer contribution / active EE | $4,134 | $2,841+45.5% | $2,504+65.1% | $4,156-0.5% |
| Participant deferral / active EE | $10,778 | $5,180+108.1% | $4,559+136.4% | $6,407+68.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |