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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 | $52,196 | $178,174-70.7% | $156,181-66.6% | $137,256-62.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.18% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,448 | $4,972-30.6% | $4,294-19.7% | $4,156-17.0% |
| Participant deferral / active EE | $4,831 | $6,888-29.9% | $6,132-21.2% | $6,407-24.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |