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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 | $73,973 | $107,666-31.3% | $102,184-27.6% | $154,746-52.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.59% | 29.33%-10.7pp | 31.58%-13.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $5,067 | $3,846+31.7% | $3,594+41.0% | $4,379+15.7% |
| Participant deferral / active EE | $16,677 | $8,719+91.3% | $8,309+100.7% | $6,730+147.8% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |