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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 | $49,082 | $201,370-75.6% | $184,256-73.4% | $145,897-66.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 19.34% | 29.05%-9.7pp | 28.85%-9.5pp | 552.29%-533.0pp |
| Employer contribution / active EE | $8,492 | $7,024+20.9% | $6,427+32.1% | $4,663+82.1% |
| Participant deferral / active EE | $6,323 | $9,808-35.5% | $9,133-30.8% | $6,689-5.5% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |