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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 | $50,563 | $172,111-70.6% | $150,298-66.4% | $137,256-63.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.28% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,560 | $4,636-66.4% | $4,154-62.4% | $4,156-62.5% |
| Participant deferral / active EE | $3,120 | $6,166-49.4% | $5,453-42.8% | $6,407-51.3% |
| Admin fee / account holder | $200 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |