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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 | $123,397 | $228,395-46.0% | $185,861-33.6% | $158,982-22.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.59% | 40.82%-29.2pp | 35.96%-24.4pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,256 | $4,968-54.6% | $4,088-44.8% | $4,763-52.6% |
| Participant deferral / active EE | $14,213 | $6,417+121.5% | $5,634+152.3% | $5,983+137.5% |
| Admin fee / account holder | $9 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |