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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 | $35,055 | $156,398-77.6% | $147,318-76.2% | $138,895-74.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.66% | 78.75%-52.1pp | 70.43%-43.8pp | 145.39%-118.7pp |
| Employer contribution / active EE | $7,169 | $4,853+47.7% | $4,593+56.1% | $4,194+70.9% |
| Participant deferral / active EE | $7,806 | $8,237-5.2% | $7,906-1.3% | $6,396+22.0% |
| Admin fee / account holder | $197 | $14,976-98.7% | $13,708-98.6% | $12,562-98.4% |