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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 | $26,663 | $110,307-75.8% | $96,576-72.4% | $139,456-80.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 33.21% | 26.40%+6.8pp | 25.87%+7.3pp | 373.45%-340.2pp |
| Employer contribution / active EE | $6,438 | $3,619+77.9% | $2,965+117.1% | $4,753+35.5% |
| Participant deferral / active EE | $13,180 | $5,547+137.6% | $4,851+171.7% | $6,711+96.4% |
| Admin fee / account holder | $68 | $11,597-99.4% | $8,253-99.2% | $11,407-99.4% |