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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 | $80,073 | $201,372-60.2% | $184,260-56.5% | $145,884-45.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.62% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,598 | $7,024-77.2% | $6,427-75.1% | $4,662-65.7% |
| Participant deferral / active EE | $12,105 | $9,808+23.4% | $9,133+32.5% | $6,690+81.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |