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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 | $158,368 | $135,956+16.5% | $123,894+27.8% | $273,972-42.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.81% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $5,155 | $5,170-0.3% | $4,617+11.7% | $4,869+5.9% |
| Participant deferral / active EE | $4,037 | $6,343-36.3% | $5,984-32.5% | $5,287-23.6% |
| Admin fee / account holder | $272 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |