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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 | $25,929 | $154,228-83.2% | $145,433-82.2% | $137,256-81.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 16.41% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,911 | $4,804-60.2% | $4,554-58.1% | $4,156-54.0% |
| Participant deferral / active EE | $3,821 | $8,216-53.5% | $7,897-51.6% | $6,407-40.4% |
| Admin fee / account holder | $174 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |