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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 | $53,380 | $162,136-67.1% | $152,301-65.0% | $154,746-65.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.67% | 91.02%-76.4pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,770 | $4,890-63.8% | $4,624-61.7% | $4,379-59.6% |
| Participant deferral / active EE | $11,552 | $8,341+38.5% | $8,004+44.3% | $6,730+71.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |