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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 | $65,286 | $212,386-69.3% | $199,883-67.3% | $138,895-53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.16% | 47.75%-27.6pp | 43.81%-23.6pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,370 | $6,625-64.2% | $6,261-62.1% | $4,194-43.5% |
| Participant deferral / active EE | $10,959 | $9,617+14.0% | $9,138+19.9% | $6,396+71.3% |
| Admin fee / account holder | $53 | $18,233-99.7% | $17,268-99.7% | $12,562-99.6% |