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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 | $61,167 | $172,111-64.5% | $150,298-59.3% | $137,256-55.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.18% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,737 | $4,636-19.4% | $4,154-10.0% | $4,156-10.1% |
| Participant deferral / active EE | $5,799 | $6,166-5.9% | $5,453+6.4% | $6,407-9.5% |
| Admin fee / account holder | $279 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |