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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 | $22,606 | $154,228-85.3% | $145,433-84.5% | $137,256-83.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 22.54% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,100 | $4,804-56.3% | $4,554-53.9% | $4,156-49.5% |
| Participant deferral / active EE | $6,749 | $8,216-17.9% | $7,897-14.5% | $6,407+5.3% |
| Admin fee / account holder | $77 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |