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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 | $201,264-14.2% | $184,185-6.3% | $145,978+18.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.77% | 29.00%-3.2pp | 28.81%-3.0pp | 550.52%-524.8pp |
| Employer contribution / active EE | $5,753 | $7,021-18.1% | $6,426-10.5% | $4,662+23.4% |
| Participant deferral / active EE | $17,190 | $9,806+75.3% | $9,132+88.2% | $6,690+157.0% |
| Admin fee / account holder | $20 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |