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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 | $45,519 | $154,228-70.5% | $145,433-68.7% | $137,256-66.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.69% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $946 | $4,804-80.3% | $4,554-79.2% | $4,156-77.2% |
| Participant deferral / active EE | $8,200 | $8,216-0.2% | $7,897+3.8% | $6,407+28.0% |
| Admin fee / account holder | $255 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |