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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 | $22,268 | $172,111-87.1% | $150,298-85.2% | $137,256-83.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.85% | 69.37%-41.5pp | 62.79%-34.9pp | 220.34%-192.5pp |
| Employer contribution / active EE | $5,244 | $4,636+13.1% | $4,154+26.2% | $4,156+26.2% |
| Participant deferral / active EE | $7,181 | $6,166+16.5% | $5,453+31.7% | $6,407+12.1% |
| Admin fee / account holder | $110 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |