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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 | $119,014 | $185,883-36.0% | $170,043-30.0% | $139,466-14.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.21% | 60.54%-32.3pp | 53.40%-25.2pp | 373.66%-345.5pp |
| Employer contribution / active EE | $4,146 | $7,596-45.4% | $6,790-38.9% | $4,754-12.8% |
| Participant deferral / active EE | $16,178 | $11,626+39.2% | $10,410+55.4% | $6,712+141.0% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |