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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 | $56,809 | $172,111-67.0% | $150,298-62.2% | $137,256-58.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.45% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,777 | $4,636-61.7% | $4,154-57.2% | $4,156-57.2% |
| Participant deferral / active EE | $14,369 | $6,166+133.0% | $5,453+163.5% | $6,407+124.3% |
| Admin fee / account holder | $40 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |