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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 | $126,661-60.4% | $113,397-55.8% | $138,895-63.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 26.40% | 25.05%+1.4pp | 23.20%+3.2pp | 145.39%-119.0pp |
| Employer contribution / active EE | $18,985 | $3,456+449.3% | $2,977+537.7% | $4,194+352.6% |
| Participant deferral / active EE | $6,165 | $5,693+8.3% | $5,076+21.4% | $6,396-3.6% |
| Admin fee / account holder | $19 | $14,549-99.9% | $11,957-99.8% | $12,562-99.9% |