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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 | $32,094 | $154,228-79.2% | $145,433-77.9% | $137,256-76.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.55% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,743 | $4,804-42.9% | $4,554-39.8% | $4,156-34.0% |
| Participant deferral / active EE | $3,197 | $8,216-61.1% | $7,897-59.5% | $6,407-50.1% |
| Admin fee / account holder | $5 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |