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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 | $61,254 | $223,823-72.6% | $211,142-71.0% | $154,746-60.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.66% | 50.39%-31.7pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $15,510 | $6,787+128.5% | $6,442+140.8% | $4,379+254.2% |
| Participant deferral / active EE | $13,980 | $9,750+43.4% | $9,284+50.6% | $6,730+107.7% |
| Admin fee / account holder | $105 | $19,707-99.5% | $19,076-99.5% | $14,365-99.3% |