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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 | $39,206 | $154,228-74.6% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.49% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,207 | $4,804-33.2% | $4,554-29.6% | $4,156-22.8% |
| Participant deferral / active EE | $11,416 | $8,216+38.9% | $7,897+44.5% | $6,407+78.2% |
| Admin fee / account holder | $153 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |