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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 | $48,018 | $209,336-77.1% | $197,124-75.6% | $137,256-65.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 47.55% | 48.09%-0.5pp | 44.34%+3.2pp | 220.34%-172.8pp |
| Employer contribution / active EE | $6,489 | $6,591-1.5% | $6,227+4.2% | $4,156+56.1% |
| Participant deferral / active EE | $26,482 | $9,614+175.4% | $9,135+189.9% | $6,407+313.3% |
| Admin fee / account holder | $168 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |