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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 | $45,945 | $156,398-70.6% | $147,318-68.8% | $138,895-66.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.67% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,510 | $4,853-7.1% | $4,593-1.8% | $4,194+7.5% |
| Participant deferral / active EE | $8,975 | $8,237+9.0% | $7,906+13.5% | $6,396+40.3% |
| Admin fee / account holder | $180 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |