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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 | $60,576 | $154,228-60.7% | $145,433-58.3% | $137,256-55.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.26% | 74.59%-44.3pp | 66.58%-36.3pp | 220.34%-190.1pp |
| Employer contribution / active EE | $2,149 | $4,804-55.3% | $4,554-52.8% | $4,156-48.3% |
| Participant deferral / active EE | $7,078 | $8,216-13.9% | $7,897-10.4% | $6,407+10.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |