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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 | $19,490 | $183,592-89.4% | $155,574-87.5% | $145,877-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.28% | 61.37%-40.1pp | 64.87%-43.6pp | 551.28%-530.0pp |
| Employer contribution / active EE | $1,549 | $5,317-70.9% | $4,676-66.9% | $4,663-66.8% |
| Participant deferral / active EE | $6,268 | $6,466-3.1% | $5,629+11.4% | $6,691-6.3% |
| Admin fee / account holder | $117 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |