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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 | $123,534 | $172,111-28.2% | $150,298-17.8% | $137,256-10.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.28% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,646 | $4,636+0.2% | $4,154+11.8% | $4,156+11.8% |
| Participant deferral / active EE | $6,228 | $6,166+1.0% | $5,453+14.2% | $6,407-2.8% |
| Admin fee / account holder | $92 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |