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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 | $58,957 | $154,228-61.8% | $145,433-59.5% | $137,256-57.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.87% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,042 | $4,804-36.7% | $4,554-33.2% | $4,156-26.8% |
| Participant deferral / active EE | $8,959 | $8,216+9.0% | $7,897+13.4% | $6,407+39.8% |
| Admin fee / account holder | $32 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |