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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 | $66,598 | $162,821-59.1% | $133,978-50.3% | $158,982-58.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.93% | 41.95%-12.0pp | 45.10%-15.2pp | 302.99%-273.1pp |
| Employer contribution / active EE | $7,794 | $4,976+56.6% | $3,919+98.9% | $4,763+63.6% |
| Participant deferral / active EE | $21,916 | $5,910+270.8% | $5,047+334.2% | $5,983+266.3% |
| Admin fee / account holder | $17 | $11,742-99.9% | $8,930-99.8% | $11,252-99.9% |