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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 | $28,067 | $110,307-74.6% | $96,576-70.9% | $139,456-79.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 20.38% | 26.40%-6.0pp | 25.87%-5.5pp | 373.45%-353.1pp |
| Employer contribution / active EE | $1,372 | $3,619-62.1% | $2,965-53.7% | $4,753-71.1% |
| Participant deferral / active EE | $2,299 | $5,547-58.6% | $4,851-52.6% | $6,711-65.7% |
| Admin fee / account holder | $270 | $11,597-97.7% | $8,253-96.7% | $11,407-97.6% |