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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 | $60,178 | $174,379-65.5% | $152,093-60.4% | $138,895-56.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.13% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $5,325 | $4,652+14.5% | $4,175+27.6% | $4,194+27.0% |
| Participant deferral / active EE | $5,864 | $6,159-4.8% | $5,451+7.6% | $6,396-8.3% |
| Admin fee / account holder | $122 | $16,880-99.3% | $14,497-99.2% | $12,562-99.0% |