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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 | $40,095 | $172,111-76.7% | $150,298-73.3% | $137,256-70.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.85% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,511 | $4,636-24.3% | $4,154-15.5% | $4,156-15.5% |
| Participant deferral / active EE | $11,955 | $6,166+93.9% | $5,453+119.3% | $6,407+86.6% |
| Admin fee / account holder | $156 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |