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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 | $78,499 | $228,352-65.6% | $185,835-57.8% | $158,966-50.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.00% | 40.81%-29.8pp | 35.96%-25.0pp | 302.95%-291.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,972 | $6,416+148.9% | $5,633+183.5% | $5,983+167.0% |
| Admin fee / account holder | $266 | $11,867-97.8% | $9,502-97.2% | $11,250-97.6% |