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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 | $61,674 | $91,559-32.6% | $133,959-54.0% | $79,858-22.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 24.44% | 61.85%-37.4pp | 45.09%-20.7pp | 31.72%-7.3pp |
| Employer contribution / active EE | $4,048 | $2,384+69.8% | $3,919+3.3% | $2,471+63.8% |
| Participant deferral / active EE | $9,155 | $3,734+145.2% | $5,047+81.4% | $3,740+144.8% |
| Admin fee / account holder | $68 | $6,321-98.9% | $8,928-99.2% | $5,306-98.7% |