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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 | $48,018 | $154,228-68.9% | $145,433-67.0% | $137,256-65.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.49% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,040 | $4,804-78.4% | $4,554-77.2% | $4,156-75.0% |
| Participant deferral / active EE | $7,453 | $8,216-9.3% | $7,897-5.6% | $6,407+16.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |