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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 | $26,007 | $154,228-83.1% | $145,433-82.1% | $137,256-81.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.32% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,856 | $4,804-19.7% | $4,554-15.3% | $4,156-7.2% |
| Participant deferral / active EE | $5,352 | $8,216-34.9% | $7,897-32.2% | $6,407-16.5% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |