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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 | $44,136 | $223,823-80.3% | $211,142-79.1% | $154,746-71.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.52% | 50.39%-32.9pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,596 | $6,787-76.5% | $6,442-75.2% | $4,379-63.5% |
| Participant deferral / active EE | $5,426 | $9,750-44.4% | $9,284-41.6% | $6,730-19.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |