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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 | $95,114 | $174,379-45.5% | $152,093-37.5% | $138,895-31.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.28% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,753 | $4,652-62.3% | $4,175-58.0% | $4,194-58.2% |
| Participant deferral / active EE | $9,603 | $6,159+55.9% | $5,451+76.1% | $6,396+50.1% |
| Admin fee / account holder | $208 | $16,880-98.8% | $14,497-98.6% | $12,562-98.3% |