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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 | $162,924 | $172,111-5.3% | $150,298+8.4% | $137,256+18.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.69% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,881 | $4,636-37.9% | $4,154-30.6% | $4,156-30.7% |
| Participant deferral / active EE | $6,290 | $6,166+2.0% | $5,453+15.4% | $6,407-1.8% |
| Admin fee / account holder | $180 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |