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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 | $67,961 | $185,905-63.4% | $170,057-60.0% | $139,487-51.3% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 29.87% | 60.56%-30.7pp | 53.42%-23.5pp | 373.84%-344.0pp |
| Employer contribution / active EE | $7,461 | $7,597-1.8% | $6,790+9.9% | $4,755+56.9% |
| Participant deferral / active EE | $16,658 | $11,627+43.3% | $10,411+60.0% | $6,713+148.2% |
| Admin fee / account holder | $89 | $15,397-99.4% | $12,826-99.3% | $11,407-99.2% |