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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 | $77,245 | $201,372-61.6% | $184,260-58.1% | $145,884-47.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.18% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $12,405 | $7,024+76.6% | $6,427+93.0% | $4,662+166.1% |
| Participant deferral / active EE | $11,105 | $9,808+13.2% | $9,133+21.6% | $6,690+66.0% |
| Admin fee / account holder | $143 | $16,362-99.1% | $13,898-99.0% | $13,392-98.9% |