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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 | $28,822 | $172,111-83.3% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 80.0%-9.4pp |
| Annual return | 22.61% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,711 | $4,636-63.1% | $4,154-58.8% | $4,156-58.8% |
| Participant deferral / active EE | $3,256 | $6,166-47.2% | $5,453-40.3% | $6,407-49.2% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |