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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 | $54,913 | $172,111-68.1% | $150,298-63.5% | $137,256-60.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.91% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,717 | $4,636-41.4% | $4,154-34.6% | $4,156-34.6% |
| Participant deferral / active EE | $2,922 | $6,166-52.6% | $5,453-46.4% | $6,407-54.4% |
| Admin fee / account holder | $216 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |