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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 | $71,583 | $154,228-53.6% | $145,433-50.8% | $137,256-47.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.53% | 74.59%-48.1pp | 66.58%-40.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $3,321 | $4,804-30.9% | $4,554-27.1% | $4,156-20.1% |
| Participant deferral / active EE | $15,143 | $8,216+84.3% | $7,897+91.7% | $6,407+136.4% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |