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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 | $113,262 | $174,379-35.0% | $152,093-25.5% | $138,895-18.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.44% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,902 | $4,652-37.6% | $4,175-30.5% | $4,194-30.8% |
| Participant deferral / active EE | $8,413 | $6,159+36.6% | $5,451+54.3% | $6,396+31.5% |
| Admin fee / account holder | $105 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |