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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 | $36,184 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.30% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,062 | $4,804-57.1% | $4,554-54.7% | $4,156-50.4% |
| Participant deferral / active EE | $3,065 | $8,216-62.7% | $7,897-61.2% | $6,407-52.2% |
| Admin fee / account holder | $192 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |