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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 | $97,052 | $156,398-37.9% | $147,318-34.1% | $138,895-30.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.64% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,799 | $4,853-42.3% | $4,593-39.1% | $4,194-33.3% |
| Participant deferral / active EE | $12,270 | $8,237+49.0% | $7,906+55.2% | $6,396+91.8% |
| Admin fee / account holder | $40 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |