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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 | $76,170 | $154,228-50.6% | $145,433-47.6% | $137,256-44.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.18% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,914 | $4,804-18.5% | $4,554-14.1% | $4,156-5.8% |
| Participant deferral / active EE | $6,302 | $8,216-23.3% | $7,897-20.2% | $6,407-1.6% |
| Admin fee / account holder | $38 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |