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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 | $27,428 | $135,956-79.8% | $123,894-77.9% | $273,972-90.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 5.83% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,762 | $5,170-65.9% | $4,617-61.8% | $4,869-63.8% |
| Participant deferral / active EE | $2,410 | $6,343-62.0% | $5,984-59.7% | $5,287-54.4% |
| Admin fee / account holder | $153 | $9,817-98.4% | $8,357-98.2% | $10,133-98.5% |