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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 | $67,362 | $156,398-56.9% | $147,318-54.3% | $138,895-51.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.15% | 78.75%-59.6pp | 70.43%-51.3pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,240 | $4,853-53.8% | $4,593-51.2% | $4,194-46.6% |
| Participant deferral / active EE | $11,399 | $8,237+38.4% | $7,906+44.2% | $6,396+78.2% |
| Admin fee / account holder | $206 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |