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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 | $43,748 | $154,228-71.6% | $145,433-69.9% | $137,256-68.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.20% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,129 | $4,804-55.7% | $4,554-53.2% | $4,156-48.8% |
| Participant deferral / active EE | $7,447 | $8,216-9.4% | $7,897-5.7% | $6,407+16.2% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |