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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 | $136,055 | $185,883-26.8% | $170,043-20.0% | $139,466-2.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.93% | 60.54%-39.6pp | 53.40%-32.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,300 | $7,596-56.6% | $6,790-51.4% | $4,754-30.6% |
| Participant deferral / active EE | $3,320 | $11,626-71.4% | $10,410-68.1% | $6,712-50.5% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |