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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 | $25,814 | $97,125-73.4% | $86,233-70.1% | $137,256-81.2% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.0%+25.1pp | 80.0%+14.2pp |
| Annual return | 23.23% | 74.19%-51.0pp | 61.39%-38.2pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,307 | $2,841-18.8% | $2,504-7.9% | $4,156-44.5% |
| Participant deferral / active EE | $4,143 | $5,180-20.0% | $4,559-9.1% | $6,407-35.3% |
| Admin fee / account holder | $30 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |