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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 | $112,879 | $212,386-46.9% | $199,883-43.5% | $138,895-18.7% |
| Participation rate | 78.6% | 87.4%-8.8pp | 86.8%-8.2pp | 79.9%-1.3pp |
| Annual return | 20.61% | 47.75%-27.1pp | 43.81%-23.2pp | 145.39%-124.8pp |
| Employer contribution / active EE | $4,809 | $6,625-27.4% | $6,261-23.2% | $4,194+14.7% |
| Participant deferral / active EE | $12,432 | $9,617+29.3% | $9,138+36.0% | $6,396+94.4% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |