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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 | $80,749 | $174,379-53.7% | $152,093-46.9% | $138,895-41.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.78% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $4,320 | $4,652-7.1% | $4,175+3.5% | $4,194+3.0% |
| Participant deferral / active EE | $18,000 | $6,159+192.3% | $5,451+230.2% | $6,396+181.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |