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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 | $156,398-28.3% | $147,318-23.9% | $138,895-19.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.49% | 78.75%-62.3pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,849 | $4,853+20.5% | $4,593+27.4% | $4,194+39.5% |
| Participant deferral / active EE | $9,349 | $8,237+13.5% | $7,906+18.2% | $6,396+46.2% |
| Admin fee / account holder | $177 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |