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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 | $172,111-37.7% | $150,298-28.6% | $137,256-21.8% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 18.29% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,619 | $4,636+42.8% | $4,154+59.3% | $4,156+59.3% |
| Participant deferral / active EE | $4,650 | $6,166-24.6% | $5,453-14.7% | $6,407-27.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |