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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 | $90,543 | $201,370-55.0% | $184,256-50.9% | $145,897-37.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.53% | 29.05%-13.5pp | 28.85%-13.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,267 | $7,024-67.7% | $6,427-64.7% | $4,663-51.4% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |