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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 | $55,082 | $149,679-63.2% | $117,039-52.9% | $147,586-62.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.21% | 19.31%+0.9pp | 18.95%+1.3pp | 578.59%-558.4pp |
| Employer contribution / active EE | $10,398 | $4,937+110.6% | $3,785+174.8% | $4,876+113.2% |
| Participant deferral / active EE | $12,348 | $4,912+151.4% | $3,929+214.3% | $5,439+127.0% |
| Admin fee / account holder | $192 | $7,856-97.6% | $5,974-96.8% | $10,886-98.2% |