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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 | $102,199 | $162,812-37.2% | $133,971-23.7% | $158,966-35.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.12% | 41.94%-25.8pp | 45.09%-29.0pp | 302.95%-286.8pp |
| Employer contribution / active EE | $4,304 | $4,976-13.5% | $3,919+9.8% | $4,762-9.6% |
| Participant deferral / active EE | $15,312 | $5,910+159.1% | $5,047+203.4% | $5,983+155.9% |
| Admin fee / account holder | $20 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |