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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 | $81,298 | $181,062-55.1% | $158,223-48.6% | $155,188-47.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.24% | 57.39%-44.1pp | 52.09%-38.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,908 | $4,565-36.3% | $4,109-29.2% | $4,248-31.5% |
| Participant deferral / active EE | $13,142 | $6,134+114.2% | $5,467+140.4% | $6,531+101.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |