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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 | $53,958 | $154,228-65.0% | $145,433-62.9% | $137,256-60.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.14% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $8,040 | $4,804+67.4% | $4,554+76.5% | $4,156+93.4% |
| Participant deferral / active EE | $13,560 | $8,216+65.0% | $7,897+71.7% | $6,407+111.6% |
| Admin fee / account holder | $198 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |