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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 | $43,084 | $154,228-72.1% | $145,433-70.4% | $137,256-68.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.36% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,838 | $4,804+0.7% | $4,554+6.2% | $4,156+16.4% |
| Participant deferral / active EE | $8,438 | $8,216+2.7% | $7,897+6.8% | $6,407+31.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |