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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 | $46,988 | $181,062-74.0% | $158,223-70.3% | $155,188-69.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.13% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,506 | $4,565-67.0% | $4,109-63.3% | $4,248-64.5% |
| Participant deferral / active EE | $7,679 | $6,134+25.2% | $5,467+40.5% | $6,531+17.6% |
| Admin fee / account holder | $26 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |