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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 | $31,014 | $110,278-71.9% | $95,740-67.6% | $139,466-77.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.50% | 27.19%-1.7pp | 28.41%-2.9pp | 373.66%-348.2pp |
| Employer contribution / active EE | $3,375 | $3,260+3.5% | $2,836+19.0% | $4,754-29.0% |
| Participant deferral / active EE | $5,677 | $4,674+21.5% | $4,244+33.8% | $6,712-15.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |