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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 | $123,032 | $172,111-28.5% | $150,298-18.1% | $137,256-10.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.42% | 69.37%-51.9pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $11,468 | $4,636+147.4% | $4,154+176.1% | $4,156+175.9% |
| Participant deferral / active EE | $4,790 | $6,166-22.3% | $5,453-12.2% | $6,407-25.2% |
| Admin fee / account holder | $105 | $16,471-99.4% | $14,116-99.3% | $12,270-99.1% |