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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 | $112,742 | $172,111-34.5% | $150,298-25.0% | $137,256-17.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.27% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $6,267 | $4,636+35.2% | $4,154+50.9% | $4,156+50.8% |
| Participant deferral / active EE | $7,044 | $6,166+14.3% | $5,453+29.2% | $6,407+10.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |