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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 | $44,868 | $223,823-80.0% | $211,142-78.7% | $154,746-71.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 30.73% | 50.39%-19.7pp | 46.84%-16.1pp | 172.34%-141.6pp |
| Employer contribution / active EE | $6,929 | $6,787+2.1% | $6,442+7.6% | $4,379+58.2% |
| Participant deferral / active EE | $8,458 | $9,750-13.3% | $9,284-8.9% | $6,730+25.7% |
| Admin fee / account holder | $27 | $19,707-99.9% | $19,076-99.9% | $14,365-99.8% |