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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 | $48,111 | $156,398-69.2% | $147,318-67.3% | $138,895-65.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.28% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $5,999 | $4,853+23.6% | $4,593+30.6% | $4,194+43.0% |
| Participant deferral / active EE | $7,232 | $8,237-12.2% | $7,906-8.5% | $6,396+13.1% |
| Admin fee / account holder | $29 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |