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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 | $30,406 | $172,111-82.3% | $150,298-79.8% | $137,256-77.8% |
| Participation rate | 85.0% | 81.7%+3.3pp | 77.8%+7.2pp | 80.0%+5.0pp |
| Annual return | 21.74% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $855 | $4,636-81.6% | $4,154-79.4% | $4,156-79.4% |
| Participant deferral / active EE | $2,285 | $6,166-62.9% | $5,453-58.1% | $6,407-64.3% |
| Admin fee / account holder | $151 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |