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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 | $97,058 | $154,228-37.1% | $145,433-33.3% | $137,256-29.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.13% | 74.59%-51.5pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,142 | $4,804-34.6% | $4,554-31.0% | $4,156-24.4% |
| Participant deferral / active EE | $8,136 | $8,216-1.0% | $7,897+3.0% | $6,407+27.0% |
| Admin fee / account holder | $42 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |