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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 | $74,013 | $102,609-27.9% | $98,090-24.5% | $138,895-46.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 73.57% | 36.44%+37.1pp | 37.05%+36.5pp | 145.39%-71.8pp |
| Employer contribution / active EE | $2,324 | $3,867-39.9% | $3,606-35.6% | $4,194-44.6% |
| Participant deferral / active EE | $9,928 | $8,167+21.6% | $7,845+26.6% | $6,396+55.2% |
| Admin fee / account holder | $227 | $11,434-98.0% | $11,815-98.1% | $12,562-98.2% |