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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 | $156,398-18.6% | $147,318-13.5% | $138,895-8.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.52% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $12,778 | $4,853+163.3% | $4,593+178.2% | $4,194+204.7% |
| Participant deferral / active EE | $9,152 | $8,237+11.1% | $7,906+15.8% | $6,396+43.1% |
| Admin fee / account holder | $94 | $14,976-99.4% | $13,708-99.3% | $12,562-99.3% |