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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 | $47,368 | $201,264-76.5% | $184,185-74.3% | $145,978-67.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.67% | 29.00%-7.3pp | 28.81%-7.1pp | 550.52%-528.9pp |
| Employer contribution / active EE | $5,950 | $7,021-15.3% | $6,426-7.4% | $4,662+27.6% |
| Participant deferral / active EE | $10,863 | $9,806+10.8% | $9,132+18.9% | $6,690+62.4% |
| Admin fee / account holder | $52 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |