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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 | $74,447 | $154,228-51.7% | $145,433-48.8% | $137,256-45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.79% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,229 | $4,804-12.0% | $4,554-7.2% | $4,156+1.7% |
| Participant deferral / active EE | $11,900 | $8,216+44.8% | $7,897+50.7% | $6,407+85.7% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |