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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 | $36,775 | $154,228-76.2% | $145,433-74.7% | $137,256-73.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.27% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,779 | $4,804-42.2% | $4,554-39.0% | $4,156-33.1% |
| Participant deferral / active EE | $7,847 | $8,216-4.5% | $7,897-0.6% | $6,407+22.5% |
| Admin fee / account holder | $189 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |