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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 | $20,352 | $172,111-88.2% | $150,298-86.5% | $137,256-85.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 24.73% | 69.37%-44.6pp | 62.79%-38.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,734 | $4,636-62.6% | $4,154-58.3% | $4,156-58.3% |
| Participant deferral / active EE | $2,834 | $6,166-54.0% | $5,453-48.0% | $6,407-55.8% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |