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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 | $71,228 | $197,637-64.0% | $177,848-59.9% | $158,982-55.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.72% | 58.77%-50.0pp | 48.33%-39.6pp | 302.99%-294.3pp |
| Employer contribution / active EE | $10,719 | $6,698+60.0% | $5,919+81.1% | $4,763+125.1% |
| Participant deferral / active EE | $7,008 | $8,405-16.6% | $7,714-9.1% | $5,983+17.1% |
| Admin fee / account holder | $209 | $15,406-98.6% | $12,431-98.3% | $11,252-98.1% |