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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 | $51,981 | $174,379-70.2% | $152,093-65.8% | $138,895-62.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.61% | 74.86%-51.2pp | 66.36%-42.7pp | 145.39%-121.8pp |
| Employer contribution / active EE | $3,226 | $4,652-30.7% | $4,175-22.7% | $4,194-23.1% |
| Participant deferral / active EE | $13,330 | $6,159+116.4% | $5,451+144.5% | $6,396+108.4% |
| Admin fee / account holder | $167 | $16,880-99.0% | $14,497-98.8% | $12,562-98.7% |