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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 | $112,091 | $154,228-27.3% | $145,433-22.9% | $137,256-18.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.49% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,849 | $4,804+21.8% | $4,554+28.4% | $4,156+40.7% |
| Participant deferral / active EE | $9,349 | $8,216+13.8% | $7,897+18.4% | $6,407+45.9% |
| Admin fee / account holder | $177 | $14,344-98.8% | $13,129-98.6% | $12,270-98.6% |