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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 | $90,985 | $201,259-54.8% | $184,200-50.6% | $145,959-37.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.63% | 28.98%-7.3pp | 28.80%-7.2pp | 561.95%-540.3pp |
| Employer contribution / active EE | $4,163 | $7,018-40.7% | $6,424-35.2% | $4,661-10.7% |
| Participant deferral / active EE | $11,391 | $9,806+16.2% | $9,132+24.7% | $6,689+70.3% |
| Admin fee / account holder | $259 | $16,372-98.4% | $13,907-98.1% | $13,398-98.1% |