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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 | $129,669 | $156,398-17.1% | $147,318-12.0% | $138,895-6.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.16% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.2pp |
| Employer contribution / active EE | $4,020 | $4,853-17.2% | $4,593-12.5% | $4,194-4.2% |
| Participant deferral / active EE | $14,320 | $8,237+73.8% | $7,906+81.1% | $6,396+123.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |