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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 | $25,818 | $172,111-85.0% | $150,298-82.8% | $137,256-81.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.44% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,345 | $4,636-49.4% | $4,154-43.6% | $4,156-43.6% |
| Participant deferral / active EE | $8,975 | $6,166+45.6% | $5,453+64.6% | $6,407+40.1% |
| Admin fee / account holder | $157 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |