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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 | $209,336-73.1% | $197,124-71.4% | $137,256-59.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.86% | 48.09%-27.2pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,784 | $6,591-42.6% | $6,227-39.2% | $4,156-9.0% |
| Participant deferral / active EE | $6,624 | $9,614-31.1% | $9,135-27.5% | $6,407+3.4% |
| Admin fee / account holder | $19 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |