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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 | $62,335 | $156,398-60.1% | $147,318-57.7% | $138,895-55.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.39% | 78.75%-60.4pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $6,379 | $4,853+31.4% | $4,593+38.9% | $4,194+52.1% |
| Participant deferral / active EE | $12,950 | $8,237+57.2% | $7,906+63.8% | $6,396+102.5% |
| Admin fee / account holder | $23 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |