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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 | $16,900 | $97,125-82.6% | $86,233-80.4% | $137,256-87.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.15% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,013 | $2,841-29.1% | $2,504-19.6% | $4,156-51.6% |
| Participant deferral / active EE | $4,160 | $5,180-19.7% | $4,559-8.8% | $6,407-35.1% |
| Admin fee / account holder | $63 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |