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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 | $66,605 | $212,386-68.6% | $199,883-66.7% | $138,895-52.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.85% | 47.75%-29.9pp | 43.81%-26.0pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,680 | $6,625-59.5% | $6,261-57.2% | $4,194-36.1% |
| Participant deferral / active EE | $5,433 | $9,617-43.5% | $9,138-40.5% | $6,396-15.1% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |