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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 | $80,192 | $228,317-64.9% | $185,808-56.8% | $158,931-49.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.81% | 40.81%-24.0pp | 35.95%-19.1pp | 302.86%-286.0pp |
| Employer contribution / active EE | $22,984 | $4,964+363.0% | $4,086+462.5% | $4,761+382.7% |
| Participant deferral / active EE | $3,123 | $6,415-51.3% | $5,632-44.6% | $5,982-47.8% |
| Admin fee / account holder | $8 | $11,865-99.9% | $9,501-99.9% | $11,247-99.9% |