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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 | $106,657 | $154,228-30.8% | $145,433-26.7% | $137,256-22.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.59% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $19,350 | $4,804+302.8% | $4,554+324.9% | $4,156+365.6% |
| Participant deferral / active EE | $29,500 | $8,216+259.0% | $7,897+273.5% | $6,407+360.4% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |