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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 | $181,062-32.0% | $158,223-22.2% | $155,188-20.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.42% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $11,468 | $4,565+151.2% | $4,109+179.1% | $4,248+170.0% |
| Participant deferral / active EE | $4,790 | $6,134-21.9% | $5,467-12.4% | $6,531-26.7% |
| Admin fee / account holder | $105 | $18,825-99.4% | $16,047-99.3% | $14,480-99.3% |