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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 | $90,200 | $172,111-47.6% | $150,298-40.0% | $137,256-34.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.23% | 69.37%-54.1pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $10,009 | $4,636+115.9% | $4,154+141.0% | $4,156+140.8% |
| Participant deferral / active EE | $8,644 | $6,166+40.2% | $5,453+58.5% | $6,407+34.9% |
| Admin fee / account holder | $150 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |