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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 | $95,726 | $154,228-37.9% | $145,433-34.2% | $137,256-30.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.69% | 74.59%-47.9pp | 66.58%-39.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $20,628 | $4,804+329.4% | $4,554+352.9% | $4,156+396.3% |
| Participant deferral / active EE | $20,158 | $8,216+145.3% | $7,897+155.2% | $6,407+214.6% |
| Admin fee / account holder | $130 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |