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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 | $46,330 | $156,398-70.4% | $147,318-68.6% | $138,895-66.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.00% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $2,723 | $4,853-43.9% | $4,593-40.7% | $4,194-35.1% |
| Participant deferral / active EE | $7,147 | $8,237-13.2% | $7,906-9.6% | $6,396+11.7% |
| Admin fee / account holder | $126 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |