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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 | $111,348 | $172,111-35.3% | $150,298-25.9% | $137,256-18.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.80% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,136 | $4,636-75.5% | $4,154-72.7% | $4,156-72.7% |
| Participant deferral / active EE | $12,774 | $6,166+107.2% | $5,453+134.3% | $6,407+99.4% |
| Admin fee / account holder | $154 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |