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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 | $169,471 | $209,336-19.0% | $197,124-14.0% | $137,256+23.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.24% | 48.09%-30.8pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,658 | $6,591-59.7% | $6,227-57.3% | $4,156-36.0% |
| Participant deferral / active EE | $8,022 | $9,614-16.6% | $9,135-12.2% | $6,407+25.2% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |