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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 | $45,117 | $154,228-70.7% | $145,433-69.0% | $137,256-67.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,652 | $4,804-65.6% | $4,554-63.7% | $4,156-60.3% |
| Participant deferral / active EE | $8,033 | $8,216-2.2% | $7,897+1.7% | $6,407+25.4% |
| Admin fee / account holder | $88 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |