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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 | $154,088 | $114,237+34.9% | $119,258+29.2% | $167,518-8.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.71% | 29.87%-13.2pp | 30.69%-14.0pp | 478.71%-462.0pp |
| Employer contribution / active EE | $2,269 | $4,481-49.4% | $4,384-48.2% | $4,838-53.1% |
| Participant deferral / active EE | $5,045 | $6,084-17.1% | $6,111-17.4% | $6,342-20.5% |
| Admin fee / account holder | $10 | $8,932-99.9% | $7,226-99.9% | $12,312-99.9% |