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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 | $36,584 | $185,883-80.3% | $170,043-78.5% | $139,466-73.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.05% | 60.54%-40.5pp | 53.40%-33.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $1,791 | $7,596-76.4% | $6,790-73.6% | $4,754-62.3% |
| Participant deferral / active EE | $4,399 | $11,626-62.2% | $10,410-57.7% | $6,712-34.5% |
| Admin fee / account holder | $292 | $15,393-98.1% | $12,824-97.7% | $11,409-97.4% |