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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 | $33,384 | $227,291-85.3% | $214,702-84.5% | $155,188-78.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 44.65% | 60.08%-15.4pp | 54.55%-9.9pp | 148.84%-104.2pp |
| Employer contribution / active EE | $2,145 | $6,772-68.3% | $6,461-66.8% | $4,248-49.5% |
| Participant deferral / active EE | $6,917 | $9,582-27.8% | $9,147-24.4% | $6,531+5.9% |
| Admin fee / account holder | $264 | $20,413-98.7% | $19,830-98.7% | $14,480-98.2% |