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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 | $223,823-43.9% | $211,142-40.5% | $154,746-18.9% |
| Participation rate | 84.6% | 87.9%-3.2pp | 87.3%-2.7pp | 80.7%+3.9pp |
| Annual return | 26.52% | 50.39%-23.9pp | 46.84%-20.3pp | 172.34%-145.8pp |
| Employer contribution / active EE | $4,539 | $6,787-33.1% | $6,442-29.5% | $4,379+3.7% |
| Participant deferral / active EE | $15,052 | $9,750+54.4% | $9,284+62.1% | $6,730+123.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |