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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 | $90,422 | $201,344-55.1% | $184,243-50.9% | $145,877-38.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.01% | 29.01%+2.0pp | 28.82%+2.2pp | 551.28%-520.3pp |
| Employer contribution / active EE | $21,974 | $7,022+212.9% | $6,427+241.9% | $4,663+371.3% |
| Participant deferral / active EE | $11,228 | $9,807+14.5% | $9,132+22.9% | $6,691+67.8% |
| Admin fee / account holder | $128 | $16,382-99.2% | $13,914-99.1% | $13,402-99.0% |