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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 | $41,448 | $197,603-79.0% | $177,827-76.7% | $158,950-73.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.52% | 58.76%-32.2pp | 48.32%-21.8pp | 302.91%-276.4pp |
| Employer contribution / active EE | $3,520 | $6,698-47.4% | $5,918-40.5% | $4,762-26.1% |
| Participant deferral / active EE | $9,515 | $8,404+13.2% | $7,713+23.3% | $5,983+59.0% |
| Admin fee / account holder | $160 | $15,402-99.0% | $12,429-98.7% | $11,248-98.6% |