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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 | $92,597 | $118,488-21.9% | $98,462-6.0% | $139,487-33.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.62% | 18.96%+4.7pp | 21.17%+2.4pp | 373.84%-350.2pp |
| Employer contribution / active EE | $7,988 | $3,611+121.2% | $3,049+162.0% | $4,755+68.0% |
| Participant deferral / active EE | $17,100 | $5,393+217.1% | $4,738+260.9% | $6,713+154.7% |
| Admin fee / account holder | $20 | $13,868-99.9% | $8,875-99.8% | $11,407-99.8% |