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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 | $100,281 | $209,336-52.1% | $197,124-49.1% | $137,256-26.9% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 24.27% | 48.09%-23.8pp | 44.34%-20.1pp | 220.34%-196.1pp |
| Employer contribution / active EE | $6,716 | $6,591+1.9% | $6,227+7.8% | $4,156+61.6% |
| Participant deferral / active EE | $15,459 | $9,614+60.8% | $9,135+69.2% | $6,407+141.3% |
| Admin fee / account holder | $40 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |