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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 | $122,451 | $209,336-41.5% | $197,124-37.9% | $137,256-10.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.93% | 48.09%-21.2pp | 44.34%-17.4pp | 220.34%-193.4pp |
| Employer contribution / active EE | $5,655 | $6,591-14.2% | $6,227-9.2% | $4,156+36.1% |
| Participant deferral / active EE | $19,000 | $9,614+97.6% | $9,135+108.0% | $6,407+196.6% |
| Admin fee / account holder | $60 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |