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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 | $147,667 | $172,111-14.2% | $150,298-1.8% | $137,256+7.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.40% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,696 | $4,636-41.9% | $4,154-35.1% | $4,156-35.1% |
| Participant deferral / active EE | $10,321 | $6,166+67.4% | $5,453+89.3% | $6,407+61.1% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |