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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 | $172,622 | $201,370-14.3% | $184,256-6.3% | $145,897+18.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.77% | 29.05%-3.3pp | 28.85%-3.1pp | 552.29%-526.5pp |
| Employer contribution / active EE | $5,753 | $7,024-18.1% | $6,427-10.5% | $4,663+23.4% |
| Participant deferral / active EE | $17,190 | $9,808+75.3% | $9,133+88.2% | $6,689+157.0% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |