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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 | $80,548 | $201,372-60.0% | $184,260-56.3% | $145,884-44.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.13% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $5,054 | $7,024-28.0% | $6,427-21.4% | $4,662+8.4% |
| Participant deferral / active EE | $17,683 | $9,808+80.3% | $9,133+93.6% | $6,690+164.3% |
| Admin fee / account holder | $44 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |