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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 | $132,292 | $154,228-14.2% | $145,433-9.0% | $137,256-3.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.24% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,549 | $4,804-67.8% | $4,554-66.0% | $4,156-62.7% |
| Participant deferral / active EE | $4,796 | $8,216-41.6% | $7,897-39.3% | $6,407-25.1% |
| Admin fee / account holder | $87 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |