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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 | $21,230 | $156,398-86.4% | $147,318-85.6% | $138,895-84.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.50% | 78.75%-54.3pp | 70.43%-45.9pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,213 | $4,853-75.0% | $4,593-73.6% | $4,194-71.1% |
| Participant deferral / active EE | $4,475 | $8,237-45.7% | $7,906-43.4% | $6,396-30.0% |
| Admin fee / account holder | $85 | $14,976-99.4% | $13,708-99.4% | $12,562-99.3% |