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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 | $86,362 | $154,228-44.0% | $145,433-40.6% | $137,256-37.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.55% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,534 | $4,804-26.4% | $4,554-22.4% | $4,156-15.0% |
| Participant deferral / active EE | $10,009 | $8,216+21.8% | $7,897+26.7% | $6,407+56.2% |
| Admin fee / account holder | $17 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |