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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 | $24,808 | $154,228-83.9% | $145,433-82.9% | $137,256-81.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.97% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,746 | $4,804-42.8% | $4,554-39.7% | $4,156-33.9% |
| Participant deferral / active EE | $6,195 | $8,216-24.6% | $7,897-21.6% | $6,407-3.3% |
| Admin fee / account holder | $171 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |