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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 | $275,752-61.2% | $256,809-58.3% | $198,609-46.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.95% | 34.81%-19.9pp | 32.73%-17.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $20,486 | $7,721+165.3% | $7,263+182.1% | $5,055+305.2% |
| Participant deferral / active EE | $8,734 | $10,037-13.0% | $9,520-8.2% | $6,977+25.2% |
| Admin fee / account holder | $97 | $25,716-99.6% | $25,146-99.6% | $19,030-99.5% |