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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 | $101,875 | $174,379-41.6% | $152,093-33.0% | $138,895-26.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.44% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,387 | $4,652-48.7% | $4,175-42.8% | $4,194-43.1% |
| Participant deferral / active EE | $14,988 | $6,159+143.4% | $5,451+174.9% | $6,396+134.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |