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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 | $42,492 | $154,228-72.4% | $145,433-70.8% | $137,256-69.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.06% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,840 | $4,804-40.9% | $4,554-37.7% | $4,156-31.7% |
| Participant deferral / active EE | $16,071 | $8,216+95.6% | $7,897+103.5% | $6,407+150.9% |
| Admin fee / account holder | $201 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |