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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 | $209,336-84.1% | $197,124-83.1% | $137,256-75.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 44.65% | 48.09%-3.4pp | 44.34%+0.3pp | 220.34%-175.7pp |
| Employer contribution / active EE | $2,145 | $6,591-67.5% | $6,227-65.6% | $4,156-48.4% |
| Participant deferral / active EE | $6,917 | $9,614-28.1% | $9,135-24.3% | $6,407+8.0% |
| Admin fee / account holder | $264 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |