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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 | $153,380 | $227,291-32.5% | $214,702-28.6% | $155,188-1.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.71% | 60.08%-38.4pp | 54.55%-32.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $2,461 | $6,772-63.7% | $6,461-61.9% | $4,248-42.1% |
| Participant deferral / active EE | $13,213 | $9,582+37.9% | $9,147+44.5% | $6,531+102.3% |
| Admin fee / account holder | $15 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |