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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 | $223,823-55.2% | $211,142-52.5% | $154,746-35.2% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 24.27% | 50.39%-26.1pp | 46.84%-22.6pp | 172.34%-148.1pp |
| Employer contribution / active EE | $6,716 | $6,787-1.0% | $6,442+4.3% | $4,379+53.4% |
| Participant deferral / active EE | $15,459 | $9,750+58.5% | $9,284+66.5% | $6,730+129.7% |
| Admin fee / account holder | $40 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |