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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 | $27,265 | $112,729-75.8% | $98,716-72.4% | $137,256-80.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 20.33% | 38.48%-18.1pp | 31.81%-11.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,016 | $2,725-26.0% | $2,279-11.5% | $4,156-51.5% |
| Participant deferral / active EE | $4,646 | $4,640+0.1% | $4,048+14.8% | $6,407-27.5% |
| Admin fee / account holder | $262 | $10,129-97.4% | $8,703-97.0% | $12,270-97.9% |