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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 | $83,002 | $174,379-52.4% | $152,093-45.4% | $138,895-40.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.16% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $9,662 | $4,652+107.7% | $4,175+131.4% | $4,194+130.4% |
| Participant deferral / active EE | $18,929 | $6,159+207.3% | $5,451+247.2% | $6,396+195.9% |
| Admin fee / account holder | $139 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |