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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 | $25,324 | $135,956-81.4% | $123,894-79.6% | $273,972-90.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.11% | 56.63%-35.5pp | 47.52%-26.4pp | 41.46%-20.3pp |
| Employer contribution / active EE | $1,761 | $5,170-65.9% | $4,617-61.9% | $4,869-63.8% |
| Participant deferral / active EE | $11,957 | $6,343+88.5% | $5,984+99.8% | $5,287+126.1% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,133-99.2% |