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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 | $88,553 | $154,228-42.6% | $145,433-39.1% | $137,256-35.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.69% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,599 | $4,804-4.3% | $4,554+1.0% | $4,156+10.7% |
| Participant deferral / active EE | $4,599 | $8,216-44.0% | $7,897-41.8% | $6,407-28.2% |
| Admin fee / account holder | $17 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |