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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 | $18,318 | $183,516-90.0% | $155,534-88.2% | $145,884-87.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.46% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,358 | $5,315-55.6% | $4,675-49.6% | $4,662-49.4% |
| Participant deferral / active EE | $3,720 | $6,467-42.5% | $5,630-33.9% | $6,690-44.4% |
| Admin fee / account holder | $296 | $19,293-98.5% | $15,900-98.1% | $13,392-97.8% |