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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 | $100,737 | $201,370-50.0% | $184,256-45.3% | $145,897-31.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 27.78% | 29.05%-1.3pp | 28.85%-1.1pp | 552.29%-524.5pp |
| Employer contribution / active EE | $8,719 | $7,024+24.1% | $6,427+35.7% | $4,663+87.0% |
| Participant deferral / active EE | $4,285 | $9,808-56.3% | $9,133-53.1% | $6,689-35.9% |
| Admin fee / account holder | $236 | $16,364-98.6% | $13,899-98.3% | $13,390-98.2% |