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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 | $20,949 | $97,125-78.4% | $86,233-75.7% | $137,256-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.73% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,289 | $2,841-19.4% | $2,504-8.6% | $4,156-44.9% |
| Participant deferral / active EE | $5,331 | $5,180+2.9% | $4,559+16.9% | $6,407-16.8% |
| Admin fee / account holder | $70 | $9,725-99.3% | $8,342-99.2% | $12,270-99.4% |