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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 | $93,595 | $228,395-59.0% | $185,861-49.6% | $158,982-41.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.08% | 40.82%-24.7pp | 35.96%-19.9pp | 302.99%-286.9pp |
| Employer contribution / active EE | $4,587 | $4,968-7.7% | $4,088+12.2% | $4,763-3.7% |
| Participant deferral / active EE | $11,118 | $6,417+73.3% | $5,634+97.3% | $5,983+85.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |