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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 | $52,722 | $117,846-55.3% | $102,434-48.5% | $145,884-63.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.09% | 31.90%-8.8pp | 29.46%-6.4pp | 551.85%-528.8pp |
| Employer contribution / active EE | $6,004 | $3,615+66.1% | $3,023+98.6% | $4,662+28.8% |
| Participant deferral / active EE | $9,145 | $5,733+59.5% | $5,055+80.9% | $6,690+36.7% |
| Admin fee / account holder | $17 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |