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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 | $49,448 | $156,398-68.4% | $147,318-66.4% | $138,895-64.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.27% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,250 | $4,853-53.6% | $4,593-51.0% | $4,194-46.4% |
| Participant deferral / active EE | $2,700 | $8,237-67.2% | $7,906-65.9% | $6,396-57.8% |
| Admin fee / account holder | $191 | $14,976-98.7% | $13,708-98.6% | $12,562-98.5% |