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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 | $72,014 | $100,970-28.7% | $96,576-25.4% | $137,256-47.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 39.66% | 38.16%+1.5pp | 38.47%+1.2pp | 220.34%-180.7pp |
| Employer contribution / active EE | $21,556 | $3,809+465.9% | $3,553+506.7% | $4,156+418.7% |
| Participant deferral / active EE | $13,335 | $8,286+60.9% | $7,956+67.6% | $6,407+108.1% |
| Admin fee / account holder | $180 | $11,312-98.4% | $11,381-98.4% | $12,270-98.5% |