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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 | $127,516 | $135,956-6.2% | $123,894+2.9% | $273,972-53.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.73% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $19,429 | $5,170+275.8% | $4,617+320.8% | $4,869+299.1% |
| Participant deferral / active EE | $12,675 | $6,343+99.8% | $5,984+111.8% | $5,287+139.7% |
| Admin fee / account holder | $148 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |