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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 | $126,769 | $174,379-27.3% | $152,093-16.7% | $138,895-8.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.24% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $4,258 | $4,652-8.5% | $4,175+2.0% | $4,194+1.5% |
| Participant deferral / active EE | $4,300 | $6,159-30.2% | $5,451-21.1% | $6,396-32.8% |
| Admin fee / account holder | $65 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |