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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 | $106,081 | $172,111-38.4% | $150,298-29.4% | $137,256-22.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.95% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,367 | $4,636-27.4% | $4,154-19.0% | $4,156-19.0% |
| Participant deferral / active EE | $13,625 | $6,166+121.0% | $5,453+149.9% | $6,407+112.7% |
| Admin fee / account holder | $3 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |