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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 | $174,379-57.1% | $152,093-50.9% | $138,895-46.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.41% | 74.86%-51.4pp | 66.36%-42.9pp | 145.39%-122.0pp |
| Employer contribution / active EE | $2,280 | $4,652-51.0% | $4,175-45.4% | $4,194-45.6% |
| Participant deferral / active EE | $10,366 | $6,159+68.3% | $5,451+90.1% | $6,396+62.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |