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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 | $131,411 | $178,174-26.2% | $156,181-15.9% | $137,256-4.3% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 18.72% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,215 | $4,972-75.6% | $4,294-71.7% | $4,156-70.8% |
| Participant deferral / active EE | $10,796 | $6,888+56.7% | $6,132+76.1% | $6,407+68.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |