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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 | $97,289-26.0% | $92,805-22.4% | $155,188-53.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 39.66% | 29.03%+10.6pp | 31.59%+8.1pp | 148.84%-109.2pp |
| Employer contribution / active EE | $21,556 | $3,632+493.5% | $3,424+529.5% | $4,248+407.5% |
| Participant deferral / active EE | $13,335 | $8,795+51.6% | $8,448+57.9% | $6,531+104.2% |
| Admin fee / account holder | $180 | $12,015-98.5% | $10,911-98.4% | $14,480-98.8% |