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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 | $16,056 | $174,379-90.8% | $152,093-89.4% | $138,895-88.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 26.02% | 74.86%-48.8pp | 66.36%-40.3pp | 145.39%-119.4pp |
| Employer contribution / active EE | $2,174 | $4,652-53.3% | $4,175-47.9% | $4,194-48.2% |
| Participant deferral / active EE | $5,614 | $6,159-8.9% | $5,451+3.0% | $6,396-12.2% |
| Admin fee / account holder | $1 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |