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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 | $76,302 | $154,228-50.5% | $145,433-47.5% | $137,256-44.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.37% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $9,066 | $4,804+88.7% | $4,554+99.1% | $4,156+118.1% |
| Participant deferral / active EE | $18,274 | $8,216+122.4% | $7,897+131.4% | $6,407+185.2% |
| Admin fee / account holder | $281 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |