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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 | $171,511 | $174,379-1.6% | $152,093+12.8% | $138,895+23.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.07% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,815 | $4,652-18.0% | $4,175-8.6% | $4,194-9.0% |
| Participant deferral / active EE | $5,378 | $6,159-12.7% | $5,451-1.4% | $6,396-15.9% |
| Admin fee / account holder | $132 | $16,880-99.2% | $14,497-99.1% | $12,562-99.0% |