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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 | $162,136-84.0% | $152,301-83.0% | $154,746-83.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 16.41% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,911 | $4,890-60.9% | $4,624-58.7% | $4,379-56.4% |
| Participant deferral / active EE | $3,821 | $8,341-54.2% | $8,004-52.3% | $6,730-43.2% |
| Admin fee / account holder | $174 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |