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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 | $55,454 | $154,228-64.0% | $145,433-61.9% | $137,256-59.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.89% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,985 | $4,804-58.7% | $4,554-56.4% | $4,156-52.2% |
| Participant deferral / active EE | $5,523 | $8,216-32.8% | $7,897-30.1% | $6,407-13.8% |
| Admin fee / account holder | $39 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |