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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 | $43,303 | $156,398-72.3% | $147,318-70.6% | $138,895-68.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.40% | 78.75%-55.3pp | 70.43%-47.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $6,611 | $4,853+36.2% | $4,593+43.9% | $4,194+57.6% |
| Participant deferral / active EE | $14,033 | $8,237+70.4% | $7,906+77.5% | $6,396+119.4% |
| Admin fee / account holder | $207 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |