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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 | $75,923 | $228,352-66.8% | $185,835-59.1% | $158,966-52.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.97% | 40.81%-17.8pp | 35.96%-13.0pp | 302.95%-280.0pp |
| Employer contribution / active EE | $2,308 | $4,967-53.5% | $4,087-43.5% | $4,762-51.5% |
| Participant deferral / active EE | $12,512 | $6,416+95.0% | $5,633+122.1% | $5,983+109.1% |
| Admin fee / account holder | $20 | $11,867-99.8% | $9,502-99.8% | $11,250-99.8% |