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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 | $23,265 | $172,111-86.5% | $150,298-84.5% | $137,256-83.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.60% | 69.37%-43.8pp | 62.79%-37.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,275 | $4,636-72.5% | $4,154-69.3% | $4,156-69.3% |
| Participant deferral / active EE | $5,643 | $6,166-8.5% | $5,453+3.5% | $6,407-11.9% |
| Admin fee / account holder | $209 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |