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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 | $113,603 | $157,304-27.8% | $141,197-19.5% | $152,909-25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.17% | 64.34%-36.2pp | 71.41%-43.2pp | 345.46%-317.3pp |
| Employer contribution / active EE | $5,924 | $5,263+12.6% | $4,736+25.1% | $4,764+24.4% |
| Participant deferral / active EE | $11,108 | $7,111+56.2% | $6,710+65.5% | $5,851+89.8% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |