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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 | $19,877 | $90,486-78.0% | $78,676-74.7% | $273,972-92.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.72% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $7,176 | $3,175+126.0% | $2,850+151.8% | $4,869+47.4% |
| Participant deferral / active EE | $4,553 | $3,901+16.7% | $3,517+29.5% | $5,287-13.9% |
| Admin fee / account holder | $77 | $5,263-98.5% | $4,510-98.3% | $10,133-99.2% |