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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 | $40,594 | $154,228-73.7% | $145,433-72.1% | $137,256-70.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.30% | 74.59%-46.3pp | 66.58%-38.3pp | 220.34%-192.0pp |
| Employer contribution / active EE | $3,948 | $4,804-17.8% | $4,554-13.3% | $4,156-5.0% |
| Participant deferral / active EE | $12,060 | $8,216+46.8% | $7,897+52.7% | $6,407+88.2% |
| Admin fee / account holder | $57 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |