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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 | $86,951 | $154,228-43.6% | $145,433-40.2% | $137,256-36.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.89% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,058 | $4,804+46.9% | $4,554+55.0% | $4,156+69.8% |
| Participant deferral / active EE | $14,159 | $8,216+72.3% | $7,897+79.3% | $6,407+121.0% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |