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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 | $36,326 | $154,228-76.4% | $145,433-75.0% | $137,256-73.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.13% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,651 | $8,216-6.9% | $7,897-3.1% | $6,407+19.4% |
| Admin fee / account holder | $154 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |