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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 | $45,374 | $156,398-71.0% | $147,318-69.2% | $138,895-67.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.43% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,536 | $4,853-68.4% | $4,593-66.6% | $4,194-63.4% |
| Participant deferral / active EE | $3,201 | $8,237-61.1% | $7,906-59.5% | $6,396-50.0% |
| Admin fee / account holder | $293 | $14,976-98.0% | $13,708-97.9% | $12,562-97.7% |