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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 | $54,108 | $201,372-73.1% | $184,260-70.6% | $145,884-62.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 20.16% | 29.04%-8.9pp | 28.84%-8.7pp | 551.85%-531.7pp |
| Employer contribution / active EE | $6,527 | $7,024-7.1% | $6,427+1.5% | $4,662+40.0% |
| Participant deferral / active EE | $12,022 | $9,808+22.6% | $9,133+31.6% | $6,690+79.7% |
| Admin fee / account holder | $207 | $16,362-98.7% | $13,898-98.5% | $13,392-98.5% |