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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 | $41,442 | $154,228-73.1% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.46% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,184 | $4,804-54.5% | $4,554-52.0% | $4,156-47.4% |
| Participant deferral / active EE | $8,821 | $8,216+7.4% | $7,897+11.7% | $6,407+37.7% |
| Admin fee / account holder | $62 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |