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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 | $73,878 | $154,228-52.1% | $145,433-49.2% | $137,256-46.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.03% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,893 | $4,804-19.0% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $7,598 | $8,216-7.5% | $7,897-3.8% | $6,407+18.6% |
| Admin fee / account holder | $24 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |