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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 | $156,017 | $228,352-31.7% | $185,835-16.0% | $158,966-1.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.76% | 40.81%-23.1pp | 35.96%-18.2pp | 302.95%-285.2pp |
| Employer contribution / active EE | $2,622 | $4,967-47.2% | $4,087-35.9% | $4,762-44.9% |
| Participant deferral / active EE | $11,610 | $6,416+80.9% | $5,633+106.1% | $5,983+94.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |