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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 | $20,560 | $162,136-87.3% | $152,301-86.5% | $154,746-86.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 24.02% | 91.02%-67.0pp | 80.50%-56.5pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,530 | $4,890-68.7% | $4,624-66.9% | $4,379-65.1% |
| Participant deferral / active EE | $2,830 | $8,341-66.1% | $8,004-64.6% | $6,730-58.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |