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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 | $54,107 | $154,228-64.9% | $145,433-62.8% | $137,256-60.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.52% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,787 | $4,804-62.8% | $4,554-60.8% | $4,156-57.0% |
| Participant deferral / active EE | $12,384 | $8,216+50.7% | $7,897+56.8% | $6,407+93.3% |
| Admin fee / account holder | $76 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |