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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 | $101,504 | $209,336-51.5% | $197,124-48.5% | $137,256-26.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.80% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,316 | $6,591-49.7% | $6,227-46.7% | $4,156-20.2% |
| Participant deferral / active EE | $16,138 | $9,614+67.9% | $9,135+76.7% | $6,407+151.9% |
| Admin fee / account holder | $233 | $17,308-98.7% | $16,298-98.6% | $12,270-98.1% |