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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 | $39,682 | $182,442-78.2% | $163,379-75.7% | $138,895-71.4% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.8%+7.8pp | 79.9%+4.7pp |
| Annual return | 17.04% | 72.74%-55.7pp | 63.41%-46.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,234 | $4,159-70.3% | $3,752-67.1% | $4,194-70.6% |
| Participant deferral / active EE | $6,078 | $6,817-10.8% | $6,282-3.2% | $6,396-5.0% |
| Admin fee / account holder | $259 | $10,396-97.5% | $9,818-97.4% | $12,562-97.9% |