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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 | $28,636 | $156,398-81.7% | $147,318-80.6% | $138,895-79.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 37.89% | 78.75%-40.9pp | 70.43%-32.5pp | 145.39%-107.5pp |
| Employer contribution / active EE | $3,516 | $4,853-27.6% | $4,593-23.5% | $4,194-16.2% |
| Participant deferral / active EE | $9,701 | $8,237+17.8% | $7,906+22.7% | $6,396+51.7% |
| Admin fee / account holder | $145 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |