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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 | $126,962 | $201,344-36.9% | $184,243-31.1% | $145,877-13.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.03% | 29.01%-10.0pp | 28.82%-9.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $9,662 | $7,022+37.6% | $6,427+50.3% | $4,663+107.2% |
| Participant deferral / active EE | $22,924 | $9,807+133.8% | $9,132+151.0% | $6,691+242.6% |
| Admin fee / account holder | $127 | $16,382-99.2% | $13,914-99.1% | $13,402-99.1% |