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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 | $12,342 | $112,729-89.1% | $98,716-87.5% | $137,256-91.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 24.25% | 38.48%-14.2pp | 31.81%-7.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,260 | $2,725-17.1% | $2,279-0.8% | $4,156-45.6% |
| Participant deferral / active EE | $5,010 | $4,640+8.0% | $4,048+23.8% | $6,407-21.8% |
| Admin fee / account holder | $205 | $10,129-98.0% | $8,703-97.6% | $12,270-98.3% |