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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 | $100,441 | $172,111-41.6% | $150,298-33.2% | $137,256-26.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.30% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,195 | $4,636+55.2% | $4,154+73.2% | $4,156+73.1% |
| Participant deferral / active EE | $4,367 | $6,166-29.2% | $5,453-19.9% | $6,407-31.8% |
| Admin fee / account holder | $118 | $16,471-99.3% | $14,116-99.2% | $12,270-99.0% |