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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 | $107,045 | $209,336-48.9% | $197,124-45.7% | $137,256-22.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.95% | 48.09%-33.1pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $20,486 | $6,591+210.8% | $6,227+229.0% | $4,156+392.9% |
| Participant deferral / active EE | $8,734 | $9,614-9.2% | $9,135-4.4% | $6,407+36.3% |
| Admin fee / account holder | $97 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |