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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 | $129,195 | $209,336-38.3% | $197,124-34.5% | $137,256-5.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.01% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,641 | $6,591-14.4% | $6,227-9.4% | $4,156+35.7% |
| Participant deferral / active EE | $9,893 | $9,614+2.9% | $9,135+8.3% | $6,407+54.4% |
| Admin fee / account holder | $207 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |