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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 | $22,680 | $162,136-86.0% | $152,301-85.1% | $154,746-85.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.06% | 91.02%-71.0pp | 80.50%-60.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,824 | $4,890-42.3% | $4,624-38.9% | $4,379-35.5% |
| Participant deferral / active EE | $6,060 | $8,341-27.3% | $8,004-24.3% | $6,730-10.0% |
| Admin fee / account holder | $207 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |