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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 | $75,544 | $135,956-44.4% | $123,894-39.0% | $273,972-72.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 15.55% | 56.63%-41.1pp | 47.52%-32.0pp | 41.46%-25.9pp |
| Employer contribution / active EE | $11,965 | $5,170+131.5% | $4,617+159.2% | $4,869+145.8% |
| Participant deferral / active EE | $13,212 | $6,343+108.3% | $5,984+120.8% | $5,287+149.9% |
| Admin fee / account holder | $11 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |