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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 | $40,953 | $172,111-76.2% | $150,298-72.8% | $137,256-70.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.72% | 69.37%-40.7pp | 62.79%-34.1pp | 220.34%-191.6pp |
| Employer contribution / active EE | $4,012 | $4,636-13.5% | $4,154-3.4% | $4,156-3.5% |
| Participant deferral / active EE | $10,664 | $6,166+73.0% | $5,453+95.6% | $6,407+66.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |