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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 | $212,386-27.8% | $199,883-23.3% | $138,895+10.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.71% | 47.75%-26.0pp | 43.81%-22.1pp | 145.39%-123.7pp |
| Employer contribution / active EE | $2,461 | $6,625-62.9% | $6,261-60.7% | $4,194-41.3% |
| Participant deferral / active EE | $13,213 | $9,617+37.4% | $9,138+44.6% | $6,396+106.6% |
| Admin fee / account holder | $15 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |