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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 | $169,300 | $174,379-2.9% | $152,093+11.3% | $138,895+21.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.76% | 74.86%-51.1pp | 66.36%-42.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $2,279 | $4,652-51.0% | $4,175-45.4% | $4,194-45.7% |
| Participant deferral / active EE | $12,759 | $6,159+107.2% | $5,451+134.0% | $6,396+99.5% |
| Admin fee / account holder | $56 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |