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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 | $16,690 | $124,351-86.6% | $109,188-84.7% | $167,553-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.00% | 26.04%-6.0pp | 25.76%-5.8pp | 478.89%-458.9pp |
| Employer contribution / active EE | $4,150 | $4,210-1.4% | $3,723+11.5% | $4,840-14.2% |
| Participant deferral / active EE | $7,870 | $5,257+49.7% | $4,654+69.1% | $6,343+24.1% |
| Admin fee / account holder | $138 | $7,975-98.3% | $6,755-98.0% | $12,316-98.9% |