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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 | $70,478 | $154,228-54.3% | $145,433-51.5% | $137,256-48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.84% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,760 | $4,804-63.4% | $4,554-61.4% | $4,156-57.7% |
| Participant deferral / active EE | $4,974 | $8,216-39.5% | $7,897-37.0% | $6,407-22.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |