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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 | $49,379 | $117,433-58.0% | $99,475-50.4% | $152,897-67.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 24.27% | 31.87%-7.6pp | 30.72%-6.4pp | 345.43%-321.2pp |
| Employer contribution / active EE | $8,610 | $3,013+185.7% | $2,540+239.0% | $4,764+80.7% |
| Participant deferral / active EE | $5,821 | $4,086+42.5% | $3,619+60.9% | $5,851-0.5% |
| Admin fee / account holder | $179 | $7,634-97.7% | $6,252-97.1% | $11,599-98.5% |