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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 | $65,683 | $154,228-57.4% | $145,433-54.8% | $137,256-52.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.31% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,261 | $4,804+9.5% | $4,554+15.5% | $4,156+26.6% |
| Participant deferral / active EE | $17,289 | $8,216+110.4% | $7,897+118.9% | $6,407+169.9% |
| Admin fee / account holder | $224 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |