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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 | $19,888 | $183,516-89.2% | $155,534-87.2% | $145,884-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,999 | $5,315-62.4% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $1,864 | $6,467-71.2% | $5,630-66.9% | $6,690-72.1% |
| Admin fee / account holder | $184 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |