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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 | $107,392 | $154,228-30.4% | $145,433-26.2% | $137,256-21.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.76% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,473 | $4,804-27.7% | $4,554-23.7% | $4,156-16.4% |
| Participant deferral / active EE | $9,843 | $8,216+19.8% | $7,897+24.6% | $6,407+53.6% |
| Admin fee / account holder | $244 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |