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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 | $60,865 | $154,228-60.5% | $145,433-58.1% | $137,256-55.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.27% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,920 | $4,804-18.4% | $4,554-13.9% | $4,156-5.7% |
| Participant deferral / active EE | $16,153 | $8,216+96.6% | $7,897+104.5% | $6,407+152.1% |
| Admin fee / account holder | $235 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |