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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 | $125,337 | $162,785-23.0% | $133,959-6.4% | $158,950-21.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.61% | 41.94%-26.3pp | 45.09%-29.5pp | 302.91%-287.3pp |
| Employer contribution / active EE | $6,149 | $4,975+23.6% | $3,919+56.9% | $4,762+29.1% |
| Participant deferral / active EE | $17,744 | $5,910+200.2% | $5,047+251.6% | $5,983+196.6% |
| Admin fee / account holder | $197 | $11,738-98.3% | $8,928-97.8% | $11,248-98.2% |