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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 | $59,155 | $174,379-66.1% | $152,093-61.1% | $138,895-57.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 30.84% | 74.86%-44.0pp | 66.36%-35.5pp | 145.39%-114.6pp |
| Employer contribution / active EE | $6,470 | $4,652+39.1% | $4,175+55.0% | $4,194+54.3% |
| Participant deferral / active EE | $5,449 | $6,159-11.5% | $5,4510% | $6,396-14.8% |
| Admin fee / account holder | $37 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |