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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 | $29,922 | $156,398-80.9% | $147,318-79.7% | $138,895-78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.52% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,958 | $4,853-39.1% | $4,593-35.6% | $4,194-29.5% |
| Participant deferral / active EE | $9,255 | $8,237+12.4% | $7,906+17.1% | $6,396+44.7% |
| Admin fee / account holder | $137 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |