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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 | $59,977 | $181,062-66.9% | $158,223-62.1% | $155,188-61.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.50% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $14,520 | $4,565+218.1% | $4,109+253.4% | $4,248+241.8% |
| Participant deferral / active EE | $5,178 | $6,134-15.6% | $5,467-5.3% | $6,531-20.7% |
| Admin fee / account holder | $169 | $18,825-99.1% | $16,047-98.9% | $14,480-98.8% |