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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 | $20,225 | $93,346-78.3% | $71,796-71.8% | $273,972-92.6% |
| Participation rate | 86.7% | 76.5%+10.1pp | 69.1%+17.6pp | 83.0%+3.7pp |
| Annual return | 10.29% | 130.39%-120.1pp | 78.04%-67.7pp | 41.46%-31.2pp |
| Employer contribution / active EE | $3,065 | $2,733+12.1% | $1,924+59.3% | $4,869-37.1% |
| Participant deferral / active EE | $2,872 | $3,475-17.4% | $2,794+2.8% | $5,287-45.7% |
| Admin fee / account holder | $160 | $6,571-97.6% | $4,815-96.7% | $10,133-98.4% |