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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 | $67,207 | $172,111-61.0% | $150,298-55.3% | $137,256-51.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.45% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $10,688 | $4,636+130.5% | $4,154+157.3% | $4,156+157.2% |
| Participant deferral / active EE | $9,649 | $6,166+56.5% | $5,453+77.0% | $6,407+50.6% |
| Admin fee / account holder | $287 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |