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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 | $73,443 | $223,823-67.2% | $211,142-65.2% | $154,746-52.5% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 26.87% | 50.39%-23.5pp | 46.84%-20.0pp | 172.34%-145.5pp |
| Employer contribution / active EE | $12,713 | $6,787+87.3% | $6,442+97.3% | $4,379+190.3% |
| Participant deferral / active EE | $10,237 | $9,750+5.0% | $9,284+10.3% | $6,730+52.1% |
| Admin fee / account holder | $22 | $19,707-99.9% | $19,076-99.9% | $14,365-99.8% |