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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 | $25,472 | $156,398-83.7% | $147,318-82.7% | $138,895-81.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.97% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,693 | $4,853-65.1% | $4,593-63.1% | $4,194-59.6% |
| Participant deferral / active EE | $3,860 | $8,237-53.1% | $7,906-51.2% | $6,396-39.7% |
| Admin fee / account holder | $29 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |