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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 | $59,537 | $156,398-61.9% | $147,318-59.6% | $138,895-57.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.91% | 78.75%-52.8pp | 70.43%-44.5pp | 145.39%-119.5pp |
| Employer contribution / active EE | $6,353 | $4,853+30.9% | $4,593+38.3% | $4,194+51.5% |
| Participant deferral / active EE | $13,274 | $8,237+61.1% | $7,906+67.9% | $6,396+107.5% |
| Admin fee / account holder | $204 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |