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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 | $19,750 | $162,136-87.8% | $152,301-87.0% | $154,746-87.2% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 30.01% | 91.02%-61.0pp | 80.50%-50.5pp | 172.34%-142.3pp |
| Employer contribution / active EE | $2,340 | $4,890-52.2% | $4,624-49.4% | $4,379-46.6% |
| Participant deferral / active EE | $4,987 | $8,341-40.2% | $8,004-37.7% | $6,730-25.9% |
| Admin fee / account holder | $243 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |