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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 | $30,133 | $185,312-83.7% | $161,489-81.3% | $154,746-80.5% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 19.07% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,123 | $4,769-76.5% | $4,268-73.7% | $4,379-74.4% |
| Participant deferral / active EE | $2,782 | $6,350-56.2% | $5,630-50.6% | $6,730-58.7% |
| Admin fee / account holder | $85 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |