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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 | $212,386-49.6% | $199,883-46.4% | $138,895-22.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.95% | 47.75%-32.8pp | 43.81%-28.9pp | 145.39%-130.4pp |
| Employer contribution / active EE | $20,486 | $6,625+209.2% | $6,261+227.2% | $4,194+388.4% |
| Participant deferral / active EE | $8,734 | $9,617-9.2% | $9,138-4.4% | $6,396+36.6% |
| Admin fee / account holder | $97 | $18,233-99.5% | $17,268-99.4% | $12,562-99.2% |