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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 | $172,721 | $201,264-14.2% | $184,185-6.2% | $145,978+18.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.29% | 29.00%-13.7pp | 28.81%-13.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $4,145 | $7,021-41.0% | $6,426-35.5% | $4,662-11.1% |
| Participant deferral / active EE | $11,525 | $9,806+17.5% | $9,132+26.2% | $6,690+72.3% |
| Admin fee / account holder | $92 | $16,376-99.4% | $13,909-99.3% | $13,400-99.3% |