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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 | $101,113 | $154,228-34.4% | $145,433-30.5% | $137,256-26.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.81% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,893 | $4,804-19.0% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $17,169 | $8,216+109.0% | $7,897+117.4% | $6,407+168.0% |
| Admin fee / account holder | $184 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |