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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 | $51,363 | $180,028-71.5% | $138,135-62.8% | $158,966-67.7% |
| Participation rate | 90.0% | 82.2%+7.8pp | 78.7%+11.3pp | 82.0%+8.0pp |
| Annual return | 29.49% | 21.68%+7.8pp | 20.51%+9.0pp | 302.95%-273.5pp |
| Employer contribution / active EE | $11,437 | $7,470+53.1% | $5,587+104.7% | $4,762+140.1% |
| Participant deferral / active EE | $7,459 | $7,717-3.3% | $6,431+16.0% | $5,983+24.7% |
| Admin fee / account holder | $97 | $17,912-99.5% | $11,856-99.2% | $11,250-99.1% |