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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 | $110,321 | $154,228-28.5% | $145,433-24.1% | $137,256-19.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.44% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,718 | $4,804-64.2% | $4,554-62.3% | $4,156-58.7% |
| Participant deferral / active EE | $4,211 | $8,216-48.8% | $7,897-46.7% | $6,407-34.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |