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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 | $72,674 | $201,344-63.9% | $184,243-60.6% | $145,877-50.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 29.01%-12.2pp | 28.82%-12.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $8,680 | $7,022+23.6% | $6,427+35.1% | $4,663+86.1% |
| Participant deferral / active EE | $10,404 | $9,807+6.1% | $9,132+13.9% | $6,691+55.5% |
| Admin fee / account holder | $29 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |