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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 | $25,044 | $156,398-84.0% | $147,318-83.0% | $138,895-82.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.60% | 78.75%-55.1pp | 70.43%-46.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $3,629 | $4,853-25.2% | $4,593-21.0% | $4,194-13.5% |
| Participant deferral / active EE | $6,934 | $8,237-15.8% | $7,906-12.3% | $6,396+8.4% |
| Admin fee / account holder | $9 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |