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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 | $13,737 | $174,379-92.1% | $152,093-91.0% | $138,895-90.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 57.34% | 74.86%-17.5pp | 66.36%-9.0pp | 145.39%-88.1pp |
| Employer contribution / active EE | $1,477 | $4,652-68.2% | $4,175-64.6% | $4,194-64.8% |
| Participant deferral / active EE | $7,008 | $6,159+13.8% | $5,451+28.6% | $6,396+9.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |