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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 | $36,243 | $156,398-76.8% | $147,318-75.4% | $138,895-73.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 27.03% | 78.75%-51.7pp | 70.43%-43.4pp | 145.39%-118.4pp |
| Employer contribution / active EE | $2,521 | $4,853-48.1% | $4,593-45.1% | $4,194-39.9% |
| Participant deferral / active EE | $9,145 | $8,237+11.0% | $7,906+15.7% | $6,396+43.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |