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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 | $95,708 | $227,291-57.9% | $214,702-55.4% | $155,188-38.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.39% | 60.08%-40.7pp | 54.55%-35.2pp | 148.84%-129.5pp |
| Employer contribution / active EE | $5,031 | $6,772-25.7% | $6,461-22.1% | $4,248+18.4% |
| Participant deferral / active EE | $17,557 | $9,582+83.2% | $9,147+92.0% | $6,531+168.8% |
| Admin fee / account holder | $47 | $20,413-99.8% | $19,830-99.8% | $14,480-99.7% |