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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 | $55,238 | $209,336-73.6% | $197,124-72.0% | $137,256-59.8% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 25.37% | 48.09%-22.7pp | 44.34%-19.0pp | 220.34%-195.0pp |
| Employer contribution / active EE | $5,940 | $6,591-9.9% | $6,227-4.6% | $4,156+42.9% |
| Participant deferral / active EE | $10,425 | $9,614+8.4% | $9,135+14.1% | $6,407+62.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |