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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 | $61,140 | $185,883-67.1% | $170,043-64.0% | $139,466-56.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.09% | 60.54%-33.5pp | 53.40%-26.3pp | 373.66%-346.6pp |
| Employer contribution / active EE | $2,553 | $7,596-66.4% | $6,790-62.4% | $4,754-46.3% |
| Participant deferral / active EE | $12,422 | $11,626+6.8% | $10,410+19.3% | $6,712+85.1% |
| Admin fee / account holder | $42 | $15,393-99.7% | $12,824-99.7% | $11,409-99.6% |