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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 | $69,248 | $154,228-55.1% | $145,433-52.4% | $137,256-49.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,011 | $4,804-58.1% | $4,554-55.9% | $4,156-51.6% |
| Participant deferral / active EE | $7,159 | $8,216-12.9% | $7,897-9.3% | $6,407+11.7% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |