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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 | $23,184 | $172,111-86.5% | $150,298-84.6% | $137,256-83.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.01% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $6,145 | $4,636+32.5% | $4,154+47.9% | $4,156+47.9% |
| Participant deferral / active EE | $3,104 | $6,166-49.7% | $5,453-43.1% | $6,407-51.6% |
| Admin fee / account holder | $74 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |