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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 | $66,078 | $156,398-57.8% | $147,318-55.1% | $138,895-52.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.40% | 78.75%-55.3pp | 70.43%-47.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $3,238 | $4,853-33.3% | $4,593-29.5% | $4,194-22.8% |
| Participant deferral / active EE | $18,646 | $8,237+126.4% | $7,906+135.8% | $6,396+191.5% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |