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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 | $167,855 | $209,336-19.8% | $197,124-14.8% | $137,256+22.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.22% | 48.09%-23.9pp | 44.34%-20.1pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,038 | $6,591-69.1% | $6,227-67.3% | $4,156-51.0% |
| Participant deferral / active EE | $10,593 | $9,614+10.2% | $9,135+16.0% | $6,407+65.3% |
| Admin fee / account holder | $17 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |