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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 | $89,848 | $162,136-44.6% | $152,301-41.0% | $154,746-41.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.60% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,488 | $4,890-49.1% | $4,624-46.2% | $4,379-43.2% |
| Participant deferral / active EE | $13,668 | $8,341+63.9% | $8,004+70.8% | $6,730+103.1% |
| Admin fee / account holder | $180 | $15,759-98.9% | $14,398-98.7% | $14,365-98.7% |