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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 | $120,494 | $155,555-22.5% | $146,866-18.0% | $155,188-22.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.77% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,553 | $4,647-23.5% | $4,425-19.7% | $4,248-16.4% |
| Participant deferral / active EE | $9,081 | $8,044+12.9% | $7,759+17.0% | $6,531+39.0% |
| Admin fee / account holder | $36 | $14,755-99.8% | $13,620-99.7% | $14,480-99.8% |