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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 | $89,788 | $154,228-41.8% | $145,433-38.3% | $137,256-34.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.56% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,645 | $4,804-24.1% | $4,554-20.0% | $4,156-12.3% |
| Participant deferral / active EE | $11,528 | $8,216+40.3% | $7,897+46.0% | $6,407+79.9% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |