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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 | $60,312 | $174,379-65.4% | $152,093-60.3% | $138,895-56.6% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 60.02% | 74.86%-14.8pp | 66.36%-6.3pp | 145.39%-85.4pp |
| Employer contribution / active EE | $1,936 | $4,652-58.4% | $4,175-53.6% | $4,194-53.9% |
| Participant deferral / active EE | $2,200 | $6,159-64.3% | $5,451-59.6% | $6,396-65.6% |
| Admin fee / account holder | $166 | $16,880-99.0% | $14,497-98.9% | $12,562-98.7% |