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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 | $76,056 | $154,228-50.7% | $145,433-47.7% | $137,256-44.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.31% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $8,729 | $4,804+81.7% | $4,554+91.7% | $4,156+110.0% |
| Participant deferral / active EE | $30,769 | $8,216+274.5% | $7,897+289.6% | $6,407+380.3% |
| Admin fee / account holder | $266 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |