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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 | $90,914 | $154,228-41.1% | $145,433-37.5% | $137,256-33.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.02% | 74.59%-46.6pp | 66.58%-38.6pp | 220.34%-192.3pp |
| Employer contribution / active EE | $8,491 | $4,804+76.7% | $4,554+86.4% | $4,156+104.3% |
| Participant deferral / active EE | $11,993 | $8,216+46.0% | $7,897+51.9% | $6,407+87.2% |
| Admin fee / account holder | $281 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |