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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 | $29,621 | $178,174-83.4% | $156,181-81.0% | $137,256-78.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.30% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,236 | $4,972-75.1% | $4,294-71.2% | $4,156-70.3% |
| Participant deferral / active EE | $9,990 | $6,888+45.0% | $6,132+62.9% | $6,407+55.9% |
| Admin fee / account holder | $107 | $17,404-99.4% | $14,586-99.3% | $12,270-99.1% |