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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 | $16,788 | $174,379-90.4% | $152,093-89.0% | $138,895-87.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.04% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $6,677 | $4,652+43.5% | $4,175+59.9% | $4,194+59.2% |
| Participant deferral / active EE | $12,293 | $6,159+99.6% | $5,451+125.5% | $6,396+92.2% |
| Admin fee / account holder | $134 | $16,880-99.2% | $14,497-99.1% | $12,562-98.9% |