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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 | $20,034 | $172,111-88.4% | $150,298-86.7% | $137,256-85.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.80% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,568 | $4,636-66.2% | $4,154-62.3% | $4,156-62.3% |
| Participant deferral / active EE | $4,436 | $6,166-28.1% | $5,453-18.6% | $6,407-30.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |