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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 | $60,613 | $154,228-60.7% | $145,433-58.3% | $137,256-55.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.77% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $3,917 | $4,804-18.5% | $4,554-14.0% | $4,156-5.8% |
| Participant deferral / active EE | $11,241 | $8,216+36.8% | $7,897+42.3% | $6,407+75.5% |
| Admin fee / account holder | $226 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |