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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 | $50,825 | $201,259-74.7% | $184,200-72.4% | $145,959-65.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.63% | 28.98%-2.3pp | 28.80%-2.2pp | 561.95%-535.3pp |
| Employer contribution / active EE | $3,444 | $7,018-50.9% | $6,424-46.4% | $4,661-26.1% |
| Participant deferral / active EE | $7,930 | $9,806-19.1% | $9,132-13.2% | $6,689+18.6% |
| Admin fee / account holder | $195 | $16,372-98.8% | $13,907-98.6% | $13,398-98.5% |