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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 | $37,489 | $172,111-78.2% | $150,298-75.1% | $137,256-72.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.63% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,074 | $4,636-33.7% | $4,154-26.0% | $4,156-26.0% |
| Participant deferral / active EE | $5,999 | $6,166-2.7% | $5,453+10.0% | $6,407-6.4% |
| Admin fee / account holder | $262 | $16,471-98.4% | $14,116-98.1% | $12,270-97.9% |