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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 | $40,790 | $201,370-79.7% | $184,256-77.9% | $145,897-72.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.21% | 29.05%-0.8pp | 28.85%-0.6pp | 552.29%-524.1pp |
| Employer contribution / active EE | $11,068 | $7,024+57.6% | $6,427+72.2% | $4,663+137.4% |
| Participant deferral / active EE | $13,551 | $9,808+38.2% | $9,133+48.4% | $6,689+102.6% |
| Admin fee / account holder | $134 | $16,364-99.2% | $13,899-99.0% | $13,390-99.0% |