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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 | $72,322 | $209,336-65.5% | $197,124-63.3% | $137,256-47.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 29.55% | 48.09%-18.5pp | 44.34%-14.8pp | 220.34%-190.8pp |
| Employer contribution / active EE | $11,194 | $6,591+69.8% | $6,227+79.8% | $4,156+169.3% |
| Participant deferral / active EE | $17,786 | $9,614+85.0% | $9,135+94.7% | $6,407+177.6% |
| Admin fee / account holder | $276 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |