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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 | $79,508 | $154,228-48.4% | $145,433-45.3% | $137,256-42.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.49% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,391 | $4,804-71.0% | $4,554-69.5% | $4,156-66.5% |
| Participant deferral / active EE | $10,273 | $8,216+25.0% | $7,897+30.1% | $6,407+60.4% |
| Admin fee / account holder | $9 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |