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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 | $139,114 | $156,398-11.1% | $147,318-5.6% | $138,895+0.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.30% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,735 | $4,853-64.3% | $4,593-62.2% | $4,194-58.6% |
| Participant deferral / active EE | $7,352 | $8,237-10.7% | $7,906-7.0% | $6,396+14.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |