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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 | $116,927 | $174,379-32.9% | $152,093-23.1% | $138,895-15.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.02% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $10,115 | $4,652+117.4% | $4,175+142.3% | $4,194+141.2% |
| Participant deferral / active EE | $8,149 | $6,159+32.3% | $5,451+49.5% | $6,396+27.4% |
| Admin fee / account holder | $83 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |