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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 | $99,290 | $156,398-36.5% | $147,318-32.6% | $138,895-28.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.04% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $8,845 | $4,853+82.2% | $4,593+92.6% | $4,194+110.9% |
| Participant deferral / active EE | $8,025 | $8,237-2.6% | $7,906+1.5% | $6,396+25.5% |
| Admin fee / account holder | $98 | $14,976-99.3% | $13,708-99.3% | $12,562-99.2% |