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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 | $209,336-74.1% | $197,124-72.5% | $137,256-60.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 31.84% | 48.09%-16.2pp | 44.34%-12.5pp | 220.34%-188.5pp |
| Employer contribution / active EE | $5,429 | $6,591-17.6% | $6,227-12.8% | $4,156+30.6% |
| Participant deferral / active EE | $17,153 | $9,614+78.4% | $9,135+87.8% | $6,407+167.7% |
| Admin fee / account holder | $131 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |