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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 | $48,679 | $154,228-68.4% | $145,433-66.5% | $137,256-64.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.46% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $4,868 | $4,804+1.3% | $4,554+6.9% | $4,156+17.1% |
| Participant deferral / active EE | $16,427 | $8,216+99.9% | $7,897+108.0% | $6,407+156.4% |
| Admin fee / account holder | $132 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |