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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 | $56,914 | $201,344-71.7% | $184,243-69.1% | $145,877-61.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.66% | 29.01%-13.3pp | 28.82%-13.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,435 | $7,022-51.1% | $6,427-46.6% | $4,663-26.3% |
| Participant deferral / active EE | $12,555 | $9,807+28.0% | $9,132+37.5% | $6,691+87.7% |
| Admin fee / account holder | $120 | $16,382-99.3% | $13,914-99.1% | $13,402-99.1% |