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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 | $74,922 | $199,109-62.4% | $173,730-56.9% | $154,746-51.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.35% | 20.02%-0.7pp | 19.96%-0.6pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,874 | $5,311-27.1% | $4,577-15.4% | $4,379-11.5% |
| Participant deferral / active EE | $14,531 | $7,113+104.3% | $6,326+129.7% | $6,730+115.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |