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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 | $80,304 | $156,398-48.7% | $147,318-45.5% | $138,895-42.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 20.35% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $7,618 | $4,853+57.0% | $4,593+65.9% | $4,194+81.6% |
| Participant deferral / active EE | $16,308 | $8,237+98.0% | $7,906+106.3% | $6,396+155.0% |
| Admin fee / account holder | $26 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |