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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 | $54,215 | $212,386-74.5% | $199,883-72.9% | $138,895-61.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 36.61% | 47.75%-11.1pp | 43.81%-7.2pp | 145.39%-108.8pp |
| Employer contribution / active EE | $5,173 | $6,625-21.9% | $6,261-17.4% | $4,194+23.3% |
| Participant deferral / active EE | $20,028 | $9,617+108.3% | $9,138+119.2% | $6,396+213.1% |
| Admin fee / account holder | $20 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |