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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 | $27,566 | $174,379-84.2% | $152,093-81.9% | $138,895-80.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.40% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,467 | $4,652-68.5% | $4,175-64.9% | $4,194-65.0% |
| Participant deferral / active EE | $4,404 | $6,159-28.5% | $5,451-19.2% | $6,396-31.1% |
| Admin fee / account holder | $103 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |