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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 | $128,378 | $155,555-17.5% | $146,866-12.6% | $155,188-17.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.32% | 115.41%-102.1pp | 102.85%-89.5pp | 148.84%-135.5pp |
| Employer contribution / active EE | $5,139 | $4,647+10.6% | $4,425+16.1% | $4,248+21.0% |
| Participant deferral / active EE | $16,316 | $8,044+102.8% | $7,759+110.3% | $6,531+149.8% |
| Admin fee / account holder | $285 | $14,755-98.1% | $13,620-97.9% | $14,480-98.0% |