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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 | $104,165 | $162,821-36.0% | $133,978-22.3% | $158,982-34.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.71% | 41.95%-27.2pp | 45.10%-30.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,778 | $4,976-44.2% | $3,919-29.1% | $4,763-41.7% |
| Participant deferral / active EE | $7,750 | $5,910+31.1% | $5,047+53.5% | $5,983+29.5% |
| Admin fee / account holder | $20 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |