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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 | $65,286 | $209,336-68.8% | $197,124-66.9% | $137,256-52.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.16% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,370 | $6,591-64.0% | $6,227-61.9% | $4,156-43.0% |
| Participant deferral / active EE | $10,959 | $9,614+14.0% | $9,135+20.0% | $6,407+71.1% |
| Admin fee / account holder | $53 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |