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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 | $70,869 | $228,395-69.0% | $185,861-61.9% | $158,982-55.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 37.11% | 40.82%-3.7pp | 35.96%+1.1pp | 302.99%-265.9pp |
| Employer contribution / active EE | $14,674 | $4,968+195.4% | $4,088+259.0% | $4,763+208.1% |
| Participant deferral / active EE | $21,225 | $6,417+230.7% | $5,634+276.7% | $5,983+254.7% |
| Admin fee / account holder | $213 | $11,869-98.2% | $9,503-97.8% | $11,252-98.1% |