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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 | $62,546 | $156,398-60.0% | $147,318-57.5% | $138,895-55.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.10% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $4,930 | $4,853+1.6% | $4,593+7.3% | $4,194+17.5% |
| Participant deferral / active EE | $7,468 | $8,237-9.3% | $7,906-5.5% | $6,396+16.8% |
| Admin fee / account holder | $240 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |