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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 | $76,005 | $154,228-50.7% | $145,433-47.7% | $137,256-44.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.03% | 74.59%-59.6pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $6,234 | $4,804+29.8% | $4,554+36.9% | $4,156+50.0% |
| Participant deferral / active EE | $5,976 | $8,216-27.3% | $7,897-24.3% | $6,407-6.7% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |