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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 | $59,210 | $228,352-74.1% | $185,827-68.1% | $158,950-62.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.33% | 40.81%-15.5pp | 35.96%-10.6pp | 302.91%-277.6pp |
| Employer contribution / active EE | $7,745 | $4,967+55.9% | $4,087+89.5% | $4,762+62.6% |
| Participant deferral / active EE | $13,536 | $6,416+111.0% | $5,633+140.3% | $5,983+126.2% |
| Admin fee / account holder | $186 | $11,867-98.4% | $9,502-98.0% | $11,248-98.3% |