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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 | $40,553 | $181,062-77.6% | $158,223-74.4% | $155,188-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.40% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,046 | $4,565-55.2% | $4,109-50.2% | $4,248-51.8% |
| Participant deferral / active EE | $5,489 | $6,134-10.5% | $5,467+0.4% | $6,531-16.0% |
| Admin fee / account holder | $65 | $18,825-99.7% | $16,047-99.6% | $14,480-99.5% |