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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 | $53,430 | $154,228-65.4% | $145,433-63.3% | $137,256-61.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.01% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.3pp |
| Employer contribution / active EE | $4,347 | $4,804-9.5% | $4,554-4.6% | $4,156+4.6% |
| Participant deferral / active EE | $10,580 | $8,216+28.8% | $7,897+34.0% | $6,407+65.1% |
| Admin fee / account holder | $215 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |