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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 | $43,584 | $172,111-74.7% | $150,298-71.0% | $137,256-68.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 24.51% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,911 | $4,636-58.8% | $4,154-54.0% | $4,156-54.0% |
| Participant deferral / active EE | $10,817 | $6,166+75.4% | $5,453+98.4% | $6,407+68.8% |
| Admin fee / account holder | $136 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |