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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 | $206,764 | $111,814+84.9% | $103,378+100.0% | $145,978+41.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.75% | 24.80%-6.1pp | 24.91%-6.2pp | 550.52%-531.8pp |
| Employer contribution / active EE | $18,542 | $4,215+339.9% | $3,870+379.1% | $4,662+297.7% |
| Participant deferral / active EE | $16,827 | $5,618+199.5% | $5,058+232.7% | $6,690+151.5% |
| Admin fee / account holder | $70 | $9,764-99.3% | $8,401-99.2% | $13,400-99.5% |