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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 | $68,392 | $171,930-60.2% | $151,266-54.8% | $154,746-55.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 21.18% | 242.03%-220.8pp | 180.60%-159.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,070 | $4,710-77.3% | $4,237-74.7% | $4,379-75.6% |
| Participant deferral / active EE | $17,480 | $8,191+113.4% | $7,337+138.2% | $6,730+159.7% |
| Admin fee / account holder | $0 | $15,803-100.0% | $13,159-100.0% | $14,365-100.0% |