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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 | $15,354 | $172,111-91.1% | $150,298-89.8% | $137,256-88.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.07% | 69.37%-40.3pp | 62.79%-33.7pp | 220.34%-191.3pp |
| Employer contribution / active EE | $2,390 | $4,636-48.4% | $4,154-42.5% | $4,156-42.5% |
| Participant deferral / active EE | $2,960 | $6,166-52.0% | $5,453-45.7% | $6,407-53.8% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |