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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 | $142,390 | $172,111-17.3% | $150,298-5.3% | $137,256+3.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.35% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,315 | $4,636-28.5% | $4,154-20.2% | $4,156-20.2% |
| Participant deferral / active EE | $6,275 | $6,166+1.8% | $5,453+15.1% | $6,407-2.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |