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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 | $19,804 | $154,228-87.2% | $145,433-86.4% | $137,256-85.6% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 25.78% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $3,992 | $4,804-16.9% | $4,554-12.4% | $4,156-4.0% |
| Participant deferral / active EE | $4,145 | $8,216-49.6% | $7,897-47.5% | $6,407-35.3% |
| Admin fee / account holder | $178 | $14,344-98.8% | $13,129-98.6% | $12,270-98.5% |