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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 | $19,143 | $172,111-88.9% | $150,298-87.3% | $137,256-86.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 37.01% | 69.37%-32.4pp | 62.79%-25.8pp | 220.34%-183.3pp |
| Employer contribution / active EE | $3,166 | $4,636-31.7% | $4,154-23.8% | $4,156-23.8% |
| Participant deferral / active EE | $8,700 | $6,166+41.1% | $5,453+59.6% | $6,407+35.8% |
| Admin fee / account holder | $114 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |