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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 | $227,399-52.8% | $189,758-43.5% | $198,609-46.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 79.8%-2.0pp | 82.4%-4.6pp |
| Annual return | 18.29% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $6,619 | $5,526+19.8% | $4,767+38.9% | $5,055+30.9% |
| Participant deferral / active EE | $4,650 | $6,837-32.0% | $5,856-20.6% | $6,977-33.4% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |