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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 | $145,910 | $154,228-5.4% | $145,433+0.3% | $137,256+6.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.24% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,196 | $4,804-33.5% | $4,554-29.8% | $4,156-23.1% |
| Participant deferral / active EE | $12,645 | $8,216+53.9% | $7,897+60.1% | $6,407+97.4% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |