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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 | $110,927 | $182,442-39.2% | $163,379-32.1% | $138,895-20.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 22.15% | 72.74%-50.6pp | 63.41%-41.3pp | 145.39%-123.2pp |
| Employer contribution / active EE | $5,700 | $4,159+37.0% | $3,752+51.9% | $4,194+35.9% |
| Participant deferral / active EE | $13,810 | $6,817+102.6% | $6,282+119.8% | $6,396+115.9% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |