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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 | $28,541 | $149,778-80.9% | $118,946-76.0% | $158,966-82.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 18.83% | 19.95%-1.1pp | 35.89%-17.1pp | 302.95%-284.1pp |
| Employer contribution / active EE | $5,693 | $4,117+38.3% | $3,263+74.5% | $4,762+19.5% |
| Participant deferral / active EE | $2,187 | $5,225-58.1% | $4,266-48.7% | $5,983-63.4% |
| Admin fee / account holder | $255 | $8,604-97.0% | $6,581-96.1% | $11,250-97.7% |