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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 | $29,203 | $211,288-86.2% | $178,540-83.6% | $145,884-80.0% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 28.91% | 30.27%-1.4pp | 27.15%+1.8pp | 551.85%-522.9pp |
| Employer contribution / active EE | $1,260 | $4,574-72.5% | $3,953-68.1% | $4,662-73.0% |
| Participant deferral / active EE | $3,153 | $6,967-54.7% | $6,281-49.8% | $6,690-52.9% |
| Admin fee / account holder | $113 | $12,105-99.1% | $10,424-98.9% | $13,392-99.2% |