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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 | $24,676 | $178,174-86.2% | $156,181-84.2% | $137,256-82.0% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 19.94% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,268 | $4,972-34.3% | $4,294-23.9% | $4,156-21.4% |
| Participant deferral / active EE | $3,968 | $6,888-42.4% | $6,132-35.3% | $6,407-38.1% |
| Admin fee / account holder | $171 | $17,404-99.0% | $14,586-98.8% | $12,270-98.6% |