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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 | $13,331 | $174,379-92.4% | $152,093-91.2% | $138,895-90.4% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 28.57% | 74.86%-46.3pp | 66.36%-37.8pp | 145.39%-116.8pp |
| Employer contribution / active EE | $1,880 | $4,652-59.6% | $4,175-55.0% | $4,194-55.2% |
| Participant deferral / active EE | $3,201 | $6,159-48.0% | $5,451-41.3% | $6,396-50.0% |
| Admin fee / account holder | $154 | $16,880-99.1% | $14,497-98.9% | $12,562-98.8% |