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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 | $60,421 | $180,028-66.4% | $138,135-56.3% | $158,982-62.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 11.38% | 21.68%-10.3pp | 20.51%-9.1pp | 302.99%-291.6pp |
| Employer contribution / active EE | $7,196 | $7,470-3.7% | $5,587+28.8% | $4,763+51.1% |
| Participant deferral / active EE | $9,173 | $7,717+18.9% | $6,431+42.6% | $5,983+53.3% |
| Admin fee / account holder | $18 | $17,912-99.9% | $11,856-99.9% | $11,252-99.8% |