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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 | $28,492 | $124,314-77.1% | $109,163-73.9% | $167,518-83.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 10.45% | 26.04%-15.6pp | 25.75%-15.3pp | 478.71%-468.3pp |
| Employer contribution / active EE | $7,843 | $4,209+86.4% | $3,723+110.7% | $4,838+62.1% |
| Participant deferral / active EE | $1,900 | $5,256-63.9% | $4,654-59.2% | $6,342-70.0% |
| Admin fee / account holder | $14 | $7,973-99.8% | $6,754-99.8% | $12,312-99.9% |