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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 | $33,823 | $156,398-78.4% | $147,318-77.0% | $138,895-75.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 37.54% | 78.75%-41.2pp | 70.43%-32.9pp | 145.39%-107.9pp |
| Employer contribution / active EE | $4,392 | $4,853-9.5% | $4,593-4.4% | $4,194+4.7% |
| Participant deferral / active EE | $6,364 | $8,237-22.7% | $7,906-19.5% | $6,396-0.5% |
| Admin fee / account holder | $201 | $14,976-98.7% | $13,708-98.5% | $12,562-98.4% |