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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 | $139,600 | $154,228-9.5% | $145,433-4.0% | $137,256+1.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.17% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,145 | $4,804-76.2% | $4,554-74.9% | $4,156-72.4% |
| Participant deferral / active EE | $5,308 | $8,216-35.4% | $7,897-32.8% | $6,407-17.1% |
| Admin fee / account holder | $276 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |