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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 | $159,567 | $228,352-30.1% | $185,835-14.1% | $158,966+0.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.30% | 40.81%-28.5pp | 35.96%-23.7pp | 302.95%-290.7pp |
| Employer contribution / active EE | $4,107 | $4,967-17.3% | $4,087+0.5% | $4,762-13.8% |
| Participant deferral / active EE | $6,619 | $6,416+3.2% | $5,633+17.5% | $5,983+10.6% |
| Admin fee / account holder | $45 | $11,867-99.6% | $9,502-99.5% | $11,250-99.6% |