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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 | $167,415-70.1% | $140,514-64.3% | $198,609-74.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 26.40% | 13.85%+12.6pp | 14.36%+12.0pp | 202.70%-176.3pp |
| Employer contribution / active EE | $18,985 | $4,088+364.5% | $3,378+462.0% | $5,055+275.5% |
| Participant deferral / active EE | $6,165 | $5,579+10.5% | $4,919+25.3% | $6,977-11.6% |
| Admin fee / account holder | $19 | $16,730-99.9% | $13,697-99.9% | $19,030-99.9% |