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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 | $103,140 | $201,372-48.8% | $184,260-44.0% | $145,884-29.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.43% | 29.04%-17.6pp | 28.84%-17.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $9,319 | $7,024+32.7% | $6,427+45.0% | $4,662+99.9% |
| Participant deferral / active EE | $6,862 | $9,808-30.0% | $9,133-24.9% | $6,690+2.6% |
| Admin fee / account holder | $24 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |