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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 | $74,727 | $172,111-56.6% | $150,298-50.3% | $137,256-45.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.41% | 69.37%-46.0pp | 62.79%-39.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,280 | $4,636-50.8% | $4,154-45.1% | $4,156-45.1% |
| Participant deferral / active EE | $10,366 | $6,166+68.1% | $5,453+90.1% | $6,407+61.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |