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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 | $47,296 | $201,344-76.5% | $184,243-74.3% | $145,877-67.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.06% | 29.01%-9.0pp | 28.82%-8.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $3,991 | $7,022-43.2% | $6,427-37.9% | $4,663-14.4% |
| Participant deferral / active EE | $15,629 | $9,807+59.4% | $9,132+71.1% | $6,691+133.6% |
| Admin fee / account holder | $216 | $16,382-98.7% | $13,914-98.5% | $13,402-98.4% |