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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 | $40,782 | $154,228-73.6% | $145,433-72.0% | $137,256-70.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.63% | 74.59%-51.0pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,327 | $4,804-51.6% | $4,554-48.9% | $4,156-44.0% |
| Participant deferral / active EE | $3,499 | $8,216-57.4% | $7,897-55.7% | $6,407-45.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |