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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 | $30,480 | $154,228-80.2% | $145,433-79.0% | $137,256-77.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.89% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,216 | $4,804-53.9% | $4,554-51.4% | $4,156-46.7% |
| Participant deferral / active EE | $5,428 | $8,216-33.9% | $7,897-31.3% | $6,407-15.3% |
| Admin fee / account holder | $81 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |