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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 | $74,860 | $178,174-58.0% | $156,181-52.1% | $137,256-45.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.54% | 84.19%-67.7pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $11,901 | $4,972+139.4% | $4,294+177.2% | $4,156+186.4% |
| Participant deferral / active EE | $5,133 | $6,888-25.5% | $6,132-16.3% | $6,407-19.9% |
| Admin fee / account holder | $221 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |