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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 | $74,987 | $162,781-53.9% | $133,956-44.0% | $158,931-52.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 44.11% | 41.94%+2.2pp | 45.09%-1.0pp | 302.86%-258.7pp |
| Employer contribution / active EE | $2,709 | $4,975-45.6% | $3,919-30.9% | $4,761-43.1% |
| Participant deferral / active EE | $10,158 | $5,911+71.8% | $5,048+101.2% | $5,982+69.8% |
| Admin fee / account holder | $2 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |