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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 | $52,243 | $209,336-75.0% | $197,124-73.5% | $137,256-61.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.09% | 48.09%-23.0pp | 44.34%-19.3pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,254 | $6,591-65.8% | $6,227-63.8% | $4,156-45.8% |
| Participant deferral / active EE | $13,864 | $9,614+44.2% | $9,135+51.8% | $6,407+116.4% |
| Admin fee / account holder | $297 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |