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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 | $130,156 | $178,174-27.0% | $156,181-16.7% | $137,256-5.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.30% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,640 | $4,972-46.9% | $4,294-38.5% | $4,156-36.5% |
| Participant deferral / active EE | $10,901 | $6,888+58.3% | $6,132+77.8% | $6,407+70.2% |
| Admin fee / account holder | $59 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |