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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 | $29,821 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,221 | $4,804-74.6% | $4,554-73.2% | $4,156-70.6% |
| Participant deferral / active EE | $5,781 | $8,216-29.6% | $7,897-26.8% | $6,407-9.8% |
| Admin fee / account holder | $139 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |