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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 | $15,995 | $115,225-86.1% | $100,712-84.1% | $138,895-88.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 25.61% | 40.35%-14.7pp | 33.27%-7.7pp | 145.39%-119.8pp |
| Employer contribution / active EE | $1,329 | $2,771-52.0% | $2,313-42.5% | $4,194-68.3% |
| Participant deferral / active EE | $4,031 | $4,699-14.2% | $4,085-1.3% | $6,396-37.0% |
| Admin fee / account holder | $1 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |