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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 | $69,646 | $201,372-65.4% | $184,260-62.2% | $145,884-52.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.58% | 29.04%-11.5pp | 28.84%-11.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $8,064 | $7,024+14.8% | $6,427+25.5% | $4,662+73.0% |
| Participant deferral / active EE | $8,727 | $9,808-11.0% | $9,133-4.4% | $6,690+30.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |