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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 | $98,439 | $154,228-36.2% | $145,433-32.3% | $137,256-28.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.00% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $7,549 | $4,804+57.1% | $4,554+65.7% | $4,156+81.6% |
| Participant deferral / active EE | $18,370 | $8,216+123.6% | $7,897+132.6% | $6,407+186.7% |
| Admin fee / account holder | $202 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |