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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 | $47,523 | $154,228-69.2% | $145,433-67.3% | $137,256-65.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.02% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,888 | $4,804-60.7% | $4,554-58.5% | $4,156-54.6% |
| Participant deferral / active EE | $11,575 | $8,216+40.9% | $7,897+46.6% | $6,407+80.7% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |