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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 | $35,020 | $154,228-77.3% | $145,433-75.9% | $137,256-74.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.94% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,500 | $4,804-27.2% | $4,554-23.2% | $4,156-15.8% |
| Participant deferral / active EE | $4,695 | $8,216-42.9% | $7,897-40.6% | $6,407-26.7% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |