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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 | $156,398-48.1% | $147,318-44.9% | $138,895-41.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.76% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,062 | $4,853-78.1% | $4,593-76.9% | $4,194-74.7% |
| Participant deferral / active EE | $10,250 | $8,237+24.4% | $7,906+29.6% | $6,396+60.3% |
| Admin fee / account holder | $89 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |