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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 | $56,339 | $223,823-74.8% | $211,142-73.3% | $154,746-63.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.86% | 50.39%-29.5pp | 46.84%-26.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $3,784 | $6,787-44.2% | $6,442-41.3% | $4,379-13.6% |
| Participant deferral / active EE | $6,624 | $9,750-32.1% | $9,284-28.6% | $6,730-1.6% |
| Admin fee / account holder | $19 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |