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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 | $116,569 | $154,228-24.4% | $145,433-19.8% | $137,256-15.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.91% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $11,664 | $4,804+142.8% | $4,554+156.1% | $4,156+180.7% |
| Participant deferral / active EE | $5,650 | $8,216-31.2% | $7,897-28.5% | $6,407-11.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |