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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 | $33,861 | $202,440-83.3% | $169,390-80.0% | $139,466-75.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.43% | 532.36%-515.9pp | 406.07%-389.6pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,307 | $4,693-50.8% | $4,013-42.5% | $4,754-51.5% |
| Participant deferral / active EE | $8,414 | $6,940+21.2% | $6,222+35.2% | $6,712+25.4% |
| Admin fee / account holder | $154 | $10,722-98.6% | $9,015-98.3% | $11,409-98.7% |