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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 | $18,511 | $100,970-81.7% | $96,576-80.8% | $137,256-86.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.91% | 38.16%-19.2pp | 38.47%-19.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,323 | $3,809+39.8% | $3,553+49.8% | $4,156+28.1% |
| Participant deferral / active EE | $2,435 | $8,286-70.6% | $7,956-69.4% | $6,407-62.0% |
| Admin fee / account holder | $165 | $11,312-98.5% | $11,381-98.6% | $12,270-98.7% |