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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 | $81,369 | $172,111-52.7% | $150,298-45.9% | $137,256-40.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.06% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,698 | $4,636+1.3% | $4,154+13.1% | $4,156+13.0% |
| Participant deferral / active EE | $22,276 | $6,166+261.3% | $5,453+308.5% | $6,407+247.7% |
| Admin fee / account holder | $252 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |