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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 | $49,077 | $212,386-76.9% | $199,883-75.4% | $138,895-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.65% | 47.75%-27.1pp | 43.81%-23.2pp | 145.39%-124.7pp |
| Employer contribution / active EE | $5,120 | $6,625-22.7% | $6,261-18.2% | $4,194+22.1% |
| Participant deferral / active EE | $12,110 | $9,617+25.9% | $9,138+32.5% | $6,396+89.3% |
| Admin fee / account holder | $30 | $18,233-99.8% | $17,268-99.8% | $12,562-99.8% |