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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 | $18,803 | $172,111-89.1% | $150,298-87.5% | $137,256-86.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.88% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,180 | $4,636-53.0% | $4,154-47.5% | $4,156-47.5% |
| Participant deferral / active EE | $3,220 | $6,166-47.8% | $5,453-40.9% | $6,407-49.7% |
| Admin fee / account holder | $7 | $16,471-100.0% | $14,116-99.9% | $12,270-99.9% |