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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 | $15,768 | $172,111-90.8% | $150,298-89.5% | $137,256-88.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 21.30% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,219 | $4,636-52.1% | $4,154-46.6% | $4,156-46.6% |
| Participant deferral / active EE | $3,000 | $6,166-51.3% | $5,453-45.0% | $6,407-53.2% |
| Admin fee / account holder | $157 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |