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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 | $61,254 | $209,336-70.7% | $197,124-68.9% | $137,256-55.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.66% | 48.09%-29.4pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $15,510 | $6,591+135.3% | $6,227+149.1% | $4,156+273.2% |
| Participant deferral / active EE | $13,980 | $9,614+45.4% | $9,135+53.0% | $6,407+118.2% |
| Admin fee / account holder | $105 | $17,308-99.4% | $16,298-99.4% | $12,270-99.1% |