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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 | $120,399 | $156,398-23.0% | $147,318-18.3% | $138,895-13.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.34% | 78.75%-52.4pp | 70.43%-44.1pp | 145.39%-119.1pp |
| Employer contribution / active EE | $27,582 | $4,853+468.3% | $4,593+500.5% | $4,194+557.6% |
| Participant deferral / active EE | $13,256 | $8,237+60.9% | $7,906+67.7% | $6,396+107.3% |
| Admin fee / account holder | $30 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |