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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 | $214,246 | $107,666+99.0% | $102,184+109.7% | $154,746+38.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.79% | 29.33%-12.5pp | 31.58%-14.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $4,271 | $3,846+11.0% | $3,594+18.8% | $4,379-2.5% |
| Participant deferral / active EE | $10,714 | $8,719+22.9% | $8,309+28.9% | $6,730+59.2% |
| Admin fee / account holder | $5 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |