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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 | $46,885 | $172,111-72.8% | $150,298-68.8% | $137,256-65.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.98% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.4pp |
| Employer contribution / active EE | $7,921 | $4,636+70.9% | $4,154+90.7% | $4,156+90.6% |
| Participant deferral / active EE | $6,676 | $6,166+8.3% | $5,453+22.4% | $6,407+4.2% |
| Admin fee / account holder | $224 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |