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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 | $115,902 | $154,228-24.9% | $145,433-20.3% | $137,256-15.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.21% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $7,073 | $4,804+47.2% | $4,554+55.3% | $4,156+70.2% |
| Participant deferral / active EE | $22,344 | $8,216+171.9% | $7,897+182.9% | $6,407+248.7% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |