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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 | $72,492 | $162,136-55.3% | $152,301-52.4% | $154,746-53.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.92% | 91.02%-66.1pp | 80.50%-55.6pp | 172.34%-147.4pp |
| Employer contribution / active EE | $3,134 | $4,890-35.9% | $4,624-32.2% | $4,379-28.4% |
| Participant deferral / active EE | $15,407 | $8,341+84.7% | $8,004+92.5% | $6,730+128.9% |
| Admin fee / account holder | $236 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |