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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 | $102,196 | $209,425-51.2% | $178,499-42.7% | $158,966-35.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.45% | 188.80%-167.3pp | 151.10%-129.7pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,289 | $5,707-77.4% | $5,011-74.3% | $4,762-72.9% |
| Participant deferral / active EE | $6,484 | $5,955+8.9% | $5,202+24.6% | $5,983+8.4% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |