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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 | $29,556 | $154,228-80.8% | $145,433-79.7% | $137,256-78.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.43% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $3,545 | $4,804-26.2% | $4,554-22.2% | $4,156-14.7% |
| Participant deferral / active EE | $4,899 | $8,216-40.4% | $7,897-38.0% | $6,407-23.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |