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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 | $91,826 | $172,111-46.6% | $150,298-38.9% | $137,256-33.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.85% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,198 | $4,636-9.5% | $4,154+1.1% | $4,156+1.0% |
| Participant deferral / active EE | $5,998 | $6,166-2.7% | $5,453+10.0% | $6,407-6.4% |
| Admin fee / account holder | $67 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |