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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 | $46,885 | $174,379-73.1% | $152,093-69.2% | $138,895-66.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.98% | 74.86%-49.9pp | 66.36%-41.4pp | 145.39%-120.4pp |
| Employer contribution / active EE | $7,921 | $4,652+70.3% | $4,175+89.7% | $4,194+88.9% |
| Participant deferral / active EE | $6,676 | $6,159+8.4% | $5,451+22.5% | $6,396+4.4% |
| Admin fee / account holder | $224 | $16,880-98.7% | $14,497-98.5% | $12,562-98.2% |