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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 | $48,912 | $156,398-68.7% | $147,318-66.8% | $138,895-64.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.63% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $10,376 | $4,853+113.8% | $4,593+125.9% | $4,194+147.4% |
| Participant deferral / active EE | $6,331 | $8,237-23.1% | $7,906-19.9% | $6,396-1.0% |
| Admin fee / account holder | $166 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |