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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 | $118,694 | $212,386-44.1% | $199,883-40.6% | $138,895-14.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.84% | 47.75%-31.9pp | 43.81%-28.0pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,585 | $6,625-61.0% | $6,261-58.7% | $4,194-38.4% |
| Participant deferral / active EE | $8,428 | $9,617-12.4% | $9,138-7.8% | $6,396+31.8% |
| Admin fee / account holder | $45 | $18,233-99.8% | $17,268-99.7% | $12,562-99.6% |