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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 | $48,066 | $154,228-68.8% | $145,433-66.9% | $137,256-65.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.72% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $7,554 | $4,804+57.3% | $4,554+65.9% | $4,156+81.8% |
| Participant deferral / active EE | $10,911 | $8,216+32.8% | $7,897+38.2% | $6,407+70.3% |
| Admin fee / account holder | $151 | $14,344-98.9% | $13,129-98.9% | $12,270-98.8% |