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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 | $42,252 | $135,956-68.9% | $123,894-65.9% | $273,972-84.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.77% | 56.63%-47.9pp | 47.52%-38.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $17,215 | $5,170+233.0% | $4,617+272.9% | $4,869+253.6% |
| Participant deferral / active EE | $10,800 | $6,343+70.3% | $5,984+80.5% | $5,287+104.3% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |