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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 | $25,049 | $172,111-85.4% | $150,298-83.3% | $137,256-81.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.12% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,539 | $4,636-45.2% | $4,154-38.9% | $4,156-38.9% |
| Participant deferral / active EE | $6,674 | $6,166+8.2% | $5,453+22.4% | $6,407+4.2% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |