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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 | $28,269 | $174,379-83.8% | $152,093-81.4% | $138,895-79.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.12% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,965 | $4,652-36.3% | $4,175-29.0% | $4,194-29.3% |
| Participant deferral / active EE | $10,717 | $6,159+74.0% | $5,451+96.6% | $6,396+67.5% |
| Admin fee / account holder | $236 | $16,880-98.6% | $14,497-98.4% | $12,562-98.1% |