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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 | $66,193 | $154,228-57.1% | $145,433-54.5% | $137,256-51.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.07% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,106 | $4,804-14.5% | $4,554-9.8% | $4,156-1.2% |
| Participant deferral / active EE | $13,078 | $8,216+59.2% | $7,897+65.6% | $6,407+104.1% |
| Admin fee / account holder | $237 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |