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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 | $55,411 | $154,228-64.1% | $145,433-61.9% | $137,256-59.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.97% | 74.59%-46.6pp | 66.58%-38.6pp | 220.34%-192.4pp |
| Employer contribution / active EE | $15,466 | $4,804+221.9% | $4,554+239.6% | $4,156+272.1% |
| Participant deferral / active EE | $8,086 | $8,216-1.6% | $7,897+2.4% | $6,407+26.2% |
| Admin fee / account holder | $105 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |