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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 | $33,996 | $178,174-80.9% | $156,181-78.2% | $137,256-75.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.11% | 84.19%-65.1pp | 64.87%-45.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,812 | $4,972-43.4% | $4,294-34.5% | $4,156-32.3% |
| Participant deferral / active EE | $2,812 | $6,888-59.2% | $6,132-54.1% | $6,407-56.1% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |