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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 | $55,820 | $174,379-68.0% | $152,093-63.3% | $138,895-59.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 29.04% | 74.86%-45.8pp | 66.36%-37.3pp | 145.39%-116.4pp |
| Employer contribution / active EE | $4,420 | $4,652-5.0% | $4,175+5.9% | $4,194+5.4% |
| Participant deferral / active EE | $11,360 | $6,159+84.4% | $5,451+108.4% | $6,396+77.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |