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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 | $107,288 | $199,109-46.1% | $173,730-38.2% | $154,746-30.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.59% | 20.02%+0.6pp | 19.96%+0.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $14,289 | $5,311+169.0% | $4,577+212.2% | $4,379+226.3% |
| Participant deferral / active EE | $16,099 | $7,113+126.3% | $6,326+154.5% | $6,730+139.2% |
| Admin fee / account holder | $295 | $20,916-98.6% | $17,523-98.3% | $14,365-97.9% |