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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 | $114,240 | $154,228-25.9% | $145,433-21.4% | $137,256-16.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.34% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,868 | $4,804-61.1% | $4,554-59.0% | $4,156-55.1% |
| Participant deferral / active EE | $4,530 | $8,216-44.9% | $7,897-42.6% | $6,407-29.3% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |