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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 | $64,808 | $154,228-58.0% | $145,433-55.4% | $137,256-52.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.11% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,377 | $4,804-50.5% | $4,554-47.8% | $4,156-42.8% |
| Participant deferral / active EE | $7,579 | $8,216-7.8% | $7,897-4.0% | $6,407+18.3% |
| Admin fee / account holder | $248 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |