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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 | $33,384 | $212,386-84.3% | $199,883-83.3% | $138,895-76.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 44.65% | 47.75%-3.1pp | 43.81%+0.8pp | 145.39%-100.7pp |
| Employer contribution / active EE | $2,145 | $6,625-67.6% | $6,261-65.7% | $4,194-48.9% |
| Participant deferral / active EE | $6,917 | $9,617-28.1% | $9,138-24.3% | $6,396+8.1% |
| Admin fee / account holder | $264 | $18,233-98.6% | $17,268-98.5% | $12,562-97.9% |