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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 | $43,238 | $201,372-78.5% | $184,260-76.5% | $145,884-70.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 29.04%-12.3pp | 28.84%-12.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,551 | $7,024-63.7% | $6,427-60.3% | $4,662-45.3% |
| Participant deferral / active EE | $11,959 | $9,808+21.9% | $9,133+30.9% | $6,690+78.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |