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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 | $86,314 | $154,228-44.0% | $145,433-40.7% | $137,256-37.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.88% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,301 | $4,804-31.3% | $4,554-27.5% | $4,156-20.6% |
| Participant deferral / active EE | $10,938 | $8,216+33.1% | $7,897+38.5% | $6,407+70.7% |
| Admin fee / account holder | $155 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |