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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 | $212,386-52.2% | $199,883-49.2% | $138,895-26.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.80% | 47.75%-30.9pp | 43.81%-27.0pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,316 | $6,625-49.9% | $6,261-47.0% | $4,194-20.9% |
| Participant deferral / active EE | $16,138 | $9,617+67.8% | $9,138+76.6% | $6,396+152.3% |
| Admin fee / account holder | $233 | $18,233-98.7% | $17,268-98.6% | $12,562-98.1% |