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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 | $48,999 | $153,769-68.1% | $133,975-63.4% | $273,972-82.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 24.12% | 36.51%-12.4pp | 29.29%-5.2pp | 41.46%-17.3pp |
| Employer contribution / active EE | $22,048 | $6,029+265.7% | $5,211+323.1% | $4,869+352.9% |
| Participant deferral / active EE | $12,067 | $6,958+73.4% | $6,282+92.1% | $5,287+128.2% |
| Admin fee / account holder | $26 | $11,765-99.8% | $9,324-99.7% | $10,133-99.7% |