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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 | $72,876 | $115,917-37.1% | $100,535-27.5% | $158,982-54.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.29% | 34.80%-19.5pp | 30.90%-15.6pp | 302.99%-287.7pp |
| Employer contribution / active EE | $5,729 | $4,105+39.6% | $3,419+67.6% | $4,763+20.3% |
| Participant deferral / active EE | $11,949 | $6,677+79.0% | $6,271+90.5% | $5,983+99.7% |
| Admin fee / account holder | $19 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |