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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 | $71,596 | $154,228-53.6% | $145,433-50.8% | $137,256-47.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.83% | 74.59%-55.8pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,506 | $8,216+64.4% | $7,897+71.0% | $6,407+110.8% |
| Admin fee / account holder | $257 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |