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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 | $88,666 | $162,781-45.5% | $133,956-33.8% | $158,931-44.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 38.87% | 41.94%-3.1pp | 45.09%-6.2pp | 302.86%-264.0pp |
| Employer contribution / active EE | $6,546 | $4,975+31.6% | $3,919+67.1% | $4,761+37.5% |
| Participant deferral / active EE | $15,720 | $5,911+165.9% | $5,048+211.4% | $5,982+162.8% |
| Admin fee / account holder | $18 | $11,736-99.8% | $8,927-99.8% | $11,247-99.8% |