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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 | $50,513 | $172,111-70.7% | $150,298-66.4% | $137,256-63.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.24% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,778 | $4,636-61.6% | $4,154-57.2% | $4,156-57.2% |
| Participant deferral / active EE | $6,874 | $6,166+11.5% | $5,453+26.1% | $6,407+7.3% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |