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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 | $112,011 | $156,398-28.4% | $147,318-24.0% | $138,895-19.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.46% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,791 | $4,853+19.3% | $4,593+26.1% | $4,194+38.1% |
| Participant deferral / active EE | $13,040 | $8,237+58.3% | $7,906+64.9% | $6,396+103.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |