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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 | $125,566 | $209,336-40.0% | $197,124-36.3% | $137,256-8.5% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 26.52% | 48.09%-21.6pp | 44.34%-17.8pp | 220.34%-193.8pp |
| Employer contribution / active EE | $4,539 | $6,591-31.1% | $6,227-27.1% | $4,156+9.2% |
| Participant deferral / active EE | $15,052 | $9,614+56.6% | $9,135+64.8% | $6,407+134.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |