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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 | $66,319 | $156,398-57.6% | $147,318-55.0% | $138,895-52.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.40% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,320 | $4,853-11.0% | $4,593-5.9% | $4,194+3.0% |
| Participant deferral / active EE | $5,400 | $8,237-34.4% | $7,906-31.7% | $6,396-15.6% |
| Admin fee / account holder | $266 | $14,976-98.2% | $13,708-98.1% | $12,562-97.9% |