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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 | $72,014 | $107,666-33.1% | $102,184-29.5% | $154,746-53.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 39.66% | 29.33%+10.3pp | 31.58%+8.1pp | 172.34%-132.7pp |
| Employer contribution / active EE | $21,556 | $3,846+460.5% | $3,594+499.8% | $4,379+392.3% |
| Participant deferral / active EE | $13,335 | $8,719+52.9% | $8,309+60.5% | $6,730+98.1% |
| Admin fee / account holder | $180 | $12,943-98.6% | $11,609-98.5% | $14,365-98.7% |