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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 | $119,293 | $172,111-30.7% | $150,298-20.6% | $137,256-13.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 18.05% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,372 | $4,636-70.4% | $4,154-67.0% | $4,156-67.0% |
| Participant deferral / active EE | $8,064 | $6,166+30.8% | $5,453+47.9% | $6,407+25.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |