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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 | $50,010 | $185,856-73.1% | $170,028-70.6% | $139,456-64.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 54.98% | 60.52%-5.5pp | 53.39%+1.6pp | 373.45%-318.5pp |
| Employer contribution / active EE | $1,652 | $7,593-78.2% | $6,788-75.7% | $4,753-65.2% |
| Participant deferral / active EE | $34,250 | $11,623+194.7% | $10,409+229.0% | $6,711+410.3% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |