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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 | $84,370 | $181,062-53.4% | $158,223-46.7% | $155,188-45.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.30% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,608 | $4,565-42.9% | $4,109-36.5% | $4,248-38.6% |
| Participant deferral / active EE | $6,732 | $6,134+9.7% | $5,467+23.1% | $6,531+3.1% |
| Admin fee / account holder | $3 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |