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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 | $24,498 | $97,125-74.8% | $86,233-71.6% | $137,256-82.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 24.38% | 74.19%-49.8pp | 61.39%-37.0pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,737 | $2,841-3.7% | $2,504+9.3% | $4,156-34.2% |
| Participant deferral / active EE | $4,861 | $5,180-6.2% | $4,559+6.6% | $6,407-24.1% |
| Admin fee / account holder | $10 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |