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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 | $50,119 | $136,860-63.4% | $120,344-58.4% | $154,746-67.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 26.40% | 21.38%+5.0pp | 20.30%+6.1pp | 172.34%-145.9pp |
| Employer contribution / active EE | $18,985 | $3,533+437.4% | $3,020+528.6% | $4,379+333.5% |
| Participant deferral / active EE | $6,165 | $5,793+6.4% | $5,135+20.1% | $6,730-8.4% |
| Admin fee / account holder | $19 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |