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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 | $21,484 | $154,228-86.1% | $145,433-85.2% | $137,256-84.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.43% | 74.59%-53.2pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,603 | $4,804-66.6% | $4,554-64.8% | $4,156-61.4% |
| Participant deferral / active EE | $3,413 | $8,216-58.5% | $7,897-56.8% | $6,407-46.7% |
| Admin fee / account holder | $190 | $14,344-98.7% | $13,129-98.6% | $12,270-98.4% |