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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 | $33,132 | $174,379-81.0% | $152,093-78.2% | $138,895-76.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.68% | 74.86%-52.2pp | 66.36%-43.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $1,990 | $4,652-57.2% | $4,175-52.3% | $4,194-52.6% |
| Participant deferral / active EE | $5,850 | $6,159-5.0% | $5,451+7.3% | $6,396-8.5% |
| Admin fee / account holder | $152 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |