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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 | $34,048 | $172,111-80.2% | $150,298-77.3% | $137,256-75.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.81% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,059 | $4,636-55.6% | $4,154-50.4% | $4,156-50.5% |
| Participant deferral / active EE | $3,622 | $6,166-41.3% | $5,453-33.6% | $6,407-43.5% |
| Admin fee / account holder | $84 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |