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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 | $41,247 | $209,336-80.3% | $197,124-79.1% | $137,256-69.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.15% | 48.09%-20.9pp | 44.34%-17.2pp | 220.34%-193.2pp |
| Employer contribution / active EE | $3,862 | $6,591-41.4% | $6,227-38.0% | $4,156-7.1% |
| Participant deferral / active EE | $11,892 | $9,614+23.7% | $9,135+30.2% | $6,407+85.6% |
| Admin fee / account holder | $109 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |