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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 | $165,738 | $181,062-8.5% | $158,223+4.7% | $155,188+6.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.00% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $4,214 | $4,565-7.7% | $4,109+2.6% | $4,248-0.8% |
| Participant deferral / active EE | $9,065 | $6,134+47.8% | $5,467+65.8% | $6,531+38.8% |
| Admin fee / account holder | $265 | $18,825-98.6% | $16,047-98.3% | $14,480-98.2% |