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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 | $25,966 | $181,062-85.7% | $158,223-83.6% | $155,188-83.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.09% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,068 | $4,565-76.6% | $4,109-74.0% | $4,248-74.9% |
| Participant deferral / active EE | $1,980 | $6,134-67.7% | $5,467-63.8% | $6,531-69.7% |
| Admin fee / account holder | $239 | $18,825-98.7% | $16,047-98.5% | $14,480-98.3% |