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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 | $92,458 | $156,398-40.9% | $147,318-37.2% | $138,895-33.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.22% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $5,641 | $4,853+16.2% | $4,593+22.8% | $4,194+34.5% |
| Participant deferral / active EE | $13,270 | $8,237+61.1% | $7,906+67.8% | $6,396+107.5% |
| Admin fee / account holder | $108 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |