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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 | $20,205 | $172,111-88.3% | $150,298-86.6% | $137,256-85.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.77% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,020 | $4,636-78.0% | $4,154-75.4% | $4,156-75.5% |
| Participant deferral / active EE | $2,550 | $6,166-58.6% | $5,453-53.2% | $6,407-60.2% |
| Admin fee / account holder | $71 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |