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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 | $28,504 | $183,516-84.5% | $155,534-81.7% | $145,884-80.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.49% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,385 | $5,315-73.9% | $4,675-70.4% | $4,662-70.3% |
| Participant deferral / active EE | $7,185 | $6,467+11.1% | $5,630+27.6% | $6,690+7.4% |
| Admin fee / account holder | $94 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |