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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 | $156,398-17.9% | $147,318-12.9% | $138,895-7.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.32% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $5,139 | $4,853+5.9% | $4,593+11.9% | $4,194+22.5% |
| Participant deferral / active EE | $16,316 | $8,237+98.1% | $7,906+106.4% | $6,396+155.1% |
| Admin fee / account holder | $285 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |