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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 | $32,190 | $154,228-79.1% | $145,433-77.9% | $137,256-76.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.17% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,971 | $4,804-59.0% | $4,554-56.7% | $4,156-52.6% |
| Participant deferral / active EE | $7,259 | $8,216-11.6% | $7,897-8.1% | $6,407+13.3% |
| Admin fee / account holder | $127 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |