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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 | $50,214 | $228,395-78.0% | $185,861-73.0% | $158,982-68.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.09% | 40.82%-25.7pp | 35.96%-20.9pp | 302.99%-287.9pp |
| Employer contribution / active EE | $6,152 | $4,968+23.8% | $4,088+50.5% | $4,763+29.2% |
| Participant deferral / active EE | $5,883 | $6,417-8.3% | $5,634+4.4% | $5,983-1.7% |
| Admin fee / account holder | $4 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |