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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 | $81,779 | $201,370-59.4% | $184,256-55.6% | $145,897-43.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 29.05%-12.3pp | 28.85%-12.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,552 | $7,024-63.7% | $6,427-60.3% | $4,663-45.3% |
| Participant deferral / active EE | $16,793 | $9,808+71.2% | $9,133+83.9% | $6,689+151.0% |
| Admin fee / account holder | $125 | $16,364-99.2% | $13,899-99.1% | $13,390-99.1% |