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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 | $27,462 | $172,111-84.0% | $150,298-81.7% | $137,256-80.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.93% | 69.37%-50.4pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,409 | $4,636-4.9% | $4,154+6.1% | $4,156+6.1% |
| Participant deferral / active EE | $6,662 | $6,166+8.1% | $5,453+22.2% | $6,407+4.0% |
| Admin fee / account holder | $169 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |