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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 | $133,564 | $201,372-33.7% | $184,260-27.5% | $145,884-8.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.32% | 29.04%-10.7pp | 28.84%-10.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,834 | $7,024-59.7% | $6,427-55.9% | $4,662-39.2% |
| Participant deferral / active EE | $11,399 | $9,808+16.2% | $9,133+24.8% | $6,690+70.4% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |