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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 | $97,165 | $201,372-51.7% | $184,260-47.3% | $145,884-33.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 29.04%-13.0pp | 28.84%-12.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $5,205 | $7,024-25.9% | $6,427-19.0% | $4,662+11.6% |
| Participant deferral / active EE | $11,769 | $9,808+20.0% | $9,133+28.9% | $6,690+75.9% |
| Admin fee / account holder | $1 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |