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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 | $127,382 | $154,228-17.4% | $145,433-12.4% | $137,256-7.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.52% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $12,778 | $4,804+166.0% | $4,554+180.6% | $4,156+207.5% |
| Participant deferral / active EE | $9,152 | $8,216+11.4% | $7,897+15.9% | $6,407+42.8% |
| Admin fee / account holder | $94 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |