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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 | $22,234 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.14% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,141 | $4,804-55.4% | $4,554-53.0% | $4,156-48.5% |
| Participant deferral / active EE | $3,298 | $8,216-59.9% | $7,897-58.2% | $6,407-48.5% |
| Admin fee / account holder | $272 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |