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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 | $98,919 | $228,352-56.7% | $185,827-46.8% | $158,950-37.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.43% | 40.81%-21.4pp | 35.96%-16.5pp | 302.91%-283.5pp |
| Employer contribution / active EE | $3,686 | $4,967-25.8% | $4,087-9.8% | $4,762-22.6% |
| Participant deferral / active EE | $10,507 | $6,416+63.8% | $5,633+86.5% | $5,983+75.6% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |