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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 | $40,677 | $172,111-76.4% | $150,298-72.9% | $137,256-70.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.68% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,569 | $4,636-66.2% | $4,154-62.2% | $4,156-62.3% |
| Participant deferral / active EE | $4,540 | $6,166-26.4% | $5,453-16.7% | $6,407-29.1% |
| Admin fee / account holder | $271 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |