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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 | $22,680 | $156,398-85.5% | $147,318-84.6% | $138,895-83.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.06% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,824 | $4,853-41.8% | $4,593-38.5% | $4,194-32.7% |
| Participant deferral / active EE | $6,060 | $8,237-26.4% | $7,906-23.4% | $6,396-5.3% |
| Admin fee / account holder | $207 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |