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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 | $185,312-23.2% | $161,489-11.8% | $154,746-8.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.35% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,315 | $4,769-30.5% | $4,268-22.3% | $4,379-24.3% |
| Participant deferral / active EE | $6,275 | $6,350-1.2% | $5,630+11.5% | $6,730-6.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |