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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 | $94,385 | $156,398-39.7% | $147,318-35.9% | $138,895-32.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.06% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,412 | $4,853-70.9% | $4,593-69.2% | $4,194-66.3% |
| Participant deferral / active EE | $3,300 | $8,237-59.9% | $7,906-58.3% | $6,396-48.4% |
| Admin fee / account holder | $92 | $14,976-99.4% | $13,708-99.3% | $12,562-99.3% |