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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 | $84,147 | $156,398-46.2% | $147,318-42.9% | $138,895-39.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.06% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,191 | $4,853-54.9% | $4,593-52.3% | $4,194-47.8% |
| Participant deferral / active EE | $5,241 | $8,237-36.4% | $7,906-33.7% | $6,396-18.1% |
| Admin fee / account holder | $87 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |