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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 | $39,699 | $172,111-76.9% | $150,298-73.6% | $137,256-71.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.11% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $3,677 | $4,636-20.7% | $4,154-11.5% | $4,156-11.5% |
| Participant deferral / active EE | $8,816 | $6,166+43.0% | $5,453+61.7% | $6,407+37.6% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |