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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 | $107,269 | $185,312-42.1% | $161,489-33.6% | $154,746-30.7% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 18.29% | 103.84%-85.6pp | 89.72%-71.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $6,619 | $4,769+38.8% | $4,268+55.1% | $4,379+51.2% |
| Participant deferral / active EE | $4,650 | $6,350-26.8% | $5,630-17.4% | $6,730-30.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |