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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 | $209,336-68.9% | $197,124-66.9% | $137,256-52.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.38% | 48.09%-35.7pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,423 | $6,591-32.9% | $6,227-29.0% | $4,156+6.4% |
| Participant deferral / active EE | $10,886 | $9,614+13.2% | $9,135+19.2% | $6,407+69.9% |
| Admin fee / account holder | $270 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |