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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 | $47,030 | $178,174-73.6% | $156,181-69.9% | $137,256-65.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.96% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,276 | $4,972-34.1% | $4,294-23.7% | $4,156-21.2% |
| Participant deferral / active EE | $9,218 | $6,888+33.8% | $6,132+50.3% | $6,407+43.9% |
| Admin fee / account holder | $159 | $17,404-99.1% | $14,586-98.9% | $12,270-98.7% |