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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 | $34,670 | $135,956-74.5% | $123,894-72.0% | $273,972-87.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 36.60% | 56.63%-20.0pp | 47.52%-10.9pp | 41.46%-4.9pp |
| Employer contribution / active EE | $14,001 | $5,170+170.8% | $4,617+203.3% | $4,869+187.6% |
| Participant deferral / active EE | $9,210 | $6,343+45.2% | $5,984+53.9% | $5,287+74.2% |
| Admin fee / account holder | $76 | $9,817-99.2% | $8,357-99.1% | $10,133-99.2% |