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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 | $81,189 | $162,136-49.9% | $152,301-46.7% | $154,746-47.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.76% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,062 | $4,890-78.3% | $4,624-77.0% | $4,379-75.8% |
| Participant deferral / active EE | $10,250 | $8,341+22.9% | $8,004+28.1% | $6,730+52.3% |
| Admin fee / account holder | $89 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |