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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 | $71,329 | $156,398-54.4% | $147,318-51.6% | $138,895-48.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.64% | 78.75%-56.1pp | 70.43%-47.8pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,515 | $4,853-48.2% | $4,593-45.2% | $4,194-40.0% |
| Participant deferral / active EE | $11,018 | $8,237+33.8% | $7,906+39.4% | $6,396+72.3% |
| Admin fee / account holder | $134 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |