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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 | $32,326 | $172,111-81.2% | $150,298-78.5% | $137,256-76.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.14% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,418 | $4,636-47.8% | $4,154-41.8% | $4,156-41.8% |
| Participant deferral / active EE | $6,755 | $6,166+9.6% | $5,453+23.9% | $6,407+5.4% |
| Admin fee / account holder | $268 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |