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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 | $75,374 | $156,398-51.8% | $147,318-48.8% | $138,895-45.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.88% | 78.75%-59.9pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $6,957 | $4,853+43.3% | $4,593+51.5% | $4,194+65.9% |
| Participant deferral / active EE | $7,123 | $8,237-13.5% | $7,906-9.9% | $6,396+11.4% |
| Admin fee / account holder | $22 | $14,976-99.9% | $13,708-99.8% | $12,562-99.8% |