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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 | $21,729 | $154,228-85.9% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.52% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,115 | $4,804-56.0% | $4,554-53.6% | $4,156-49.1% |
| Participant deferral / active EE | $4,230 | $8,216-48.5% | $7,897-46.4% | $6,407-34.0% |
| Admin fee / account holder | $76 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |