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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 | $30,215 | $114,013-73.5% | $103,693-70.9% | $155,188-80.5% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.7pp | 80.8%+12.5pp |
| Annual return | 11.12% | 49.31%-38.2pp | 47.61%-36.5pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,333 | $3,131-57.4% | $2,920-54.3% | $4,248-68.6% |
| Participant deferral / active EE | $1,666 | $4,970-66.5% | $4,579-63.6% | $6,531-74.5% |
| Admin fee / account holder | $32 | $8,407-99.6% | $7,858-99.6% | $14,480-99.8% |