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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 | $21,427 | $101,618-78.9% | $93,063-77.0% | $137,256-84.4% |
| Participation rate | 84.6% | 74.9%+9.7pp | 72.1%+12.5pp | 80.0%+4.7pp |
| Annual return | 18.36% | 223.95%-205.6pp | 34.15%-15.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,312 | $2,707-14.6% | $2,476-6.6% | $4,156-44.4% |
| Participant deferral / active EE | $4,715 | $4,279+10.2% | $3,958+19.1% | $6,407-26.4% |
| Admin fee / account holder | $296 | $6,198-95.2% | $6,033-95.1% | $12,270-97.6% |