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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 | $13,539 | $172,111-92.1% | $150,298-91.0% | $137,256-90.1% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 27.25% | 69.37%-42.1pp | 62.79%-35.5pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,320 | $4,636-71.5% | $4,154-68.2% | $4,156-68.2% |
| Participant deferral / active EE | $3,271 | $6,166-47.0% | $5,453-40.0% | $6,407-48.9% |
| Admin fee / account holder | $6 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |