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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 | $38,909 | $154,228-74.8% | $145,433-73.2% | $137,256-71.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 31.56% | 74.59%-43.0pp | 66.58%-35.0pp | 220.34%-188.8pp |
| Employer contribution / active EE | $5,126 | $4,804+6.7% | $4,554+12.6% | $4,156+23.3% |
| Participant deferral / active EE | $7,835 | $8,216-4.6% | $7,897-0.8% | $6,407+22.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |