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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 | $109,826 | $209,336-47.5% | $197,124-44.3% | $137,256-20.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.33% | 48.09%-32.8pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,466 | $6,591-32.2% | $6,227-28.3% | $4,156+7.5% |
| Participant deferral / active EE | $7,088 | $9,614-26.3% | $9,135-22.4% | $6,407+10.6% |
| Admin fee / account holder | $84 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |