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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 | $65,171 | $212,386-69.3% | $199,883-67.4% | $138,895-53.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.38% | 47.75%-35.4pp | 43.81%-31.4pp | 145.39%-133.0pp |
| Employer contribution / active EE | $4,423 | $6,625-33.2% | $6,261-29.4% | $4,194+5.5% |
| Participant deferral / active EE | $10,886 | $9,617+13.2% | $9,138+19.1% | $6,396+70.2% |
| Admin fee / account holder | $270 | $18,233-98.5% | $17,268-98.4% | $12,562-97.9% |