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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 | $89,845 | $154,228-41.7% | $145,433-38.2% | $137,256-34.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.43% | 74.59%-48.2pp | 66.58%-40.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $34,210 | $8,216+316.4% | $7,897+333.2% | $6,407+434.0% |
| Admin fee / account holder | $218 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |