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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 | $12,394 | $172,111-92.8% | $150,298-91.8% | $137,256-91.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.92% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $3,961 | $4,636-14.6% | $4,154-4.6% | $4,156-4.7% |
| Participant deferral / active EE | $5,137 | $6,166-16.7% | $5,453-5.8% | $6,407-19.8% |
| Admin fee / account holder | $178 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |