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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 | $45,469 | $167,533-72.9% | $151,645-70.0% | $134,545-66.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $16,028 | $6,828+134.7% | $6,165+160.0% | $4,742+238.0% |
| Participant deferral / active EE | $10,095 | $8,985+12.4% | $8,363+20.7% | $6,401+57.7% |
| Admin fee / account holder | $31 | $13,781-99.8% | $11,614-99.7% | $11,431-99.7% |