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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 | $36,484 | $172,111-78.8% | $150,298-75.7% | $137,256-73.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 22.21% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,642 | $4,636-64.6% | $4,154-60.5% | $4,156-60.5% |
| Participant deferral / active EE | $8,084 | $6,166+31.1% | $5,453+48.3% | $6,407+26.2% |
| Admin fee / account holder | $88 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |