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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 | $34,634 | $181,062-80.9% | $158,223-78.1% | $155,188-77.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 75.77% | 57.39%+18.4pp | 52.09%+23.7pp | 148.84%-73.1pp |
| Employer contribution / active EE | $3,351 | $4,565-26.6% | $4,109-18.4% | $4,248-21.1% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |