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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 | $25,766 | $96,965-73.4% | $97,995-73.7% | $147,586-82.5% |
| Participation rate | 87.5% | 83.6%+3.9pp | 82.4%+5.1pp | 82.8%+4.7pp |
| Annual return | 26.86% | 24.11%+2.7pp | 23.94%+2.9pp | 578.59%-551.7pp |
| Employer contribution / active EE | $2,788 | $4,536-38.6% | $4,158-33.0% | $4,876-42.8% |
| Participant deferral / active EE | $6,784 | $5,081+33.5% | $5,097+33.1% | $5,439+24.7% |
| Admin fee / account holder | $36 | $8,120-99.6% | $5,943-99.4% | $10,886-99.7% |