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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 | $59,454 | $154,228-61.5% | $145,433-59.1% | $137,256-56.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.34% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $11,967 | $4,804+149.1% | $4,554+162.8% | $4,156+188.0% |
| Participant deferral / active EE | $11,553 | $8,216+40.6% | $7,897+46.3% | $6,407+80.3% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |