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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 | $45,809 | $154,228-70.3% | $145,433-68.5% | $137,256-66.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.14% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,575 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $4,985 | $8,216-39.3% | $7,897-36.9% | $6,407-22.2% |
| Admin fee / account holder | $82 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |