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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 | $29,987 | $154,228-80.6% | $145,433-79.4% | $137,256-78.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.87% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,325 | $4,804-51.6% | $4,554-49.0% | $4,156-44.1% |
| Participant deferral / active EE | $7,699 | $8,216-6.3% | $7,897-2.5% | $6,407+20.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |