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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 | $28,017 | $162,136-82.7% | $152,301-81.6% | $154,746-81.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 19.87% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,053 | $4,890-58.0% | $4,624-55.6% | $4,379-53.1% |
| Participant deferral / active EE | $3,960 | $8,341-52.5% | $8,004-50.5% | $6,730-41.2% |
| Admin fee / account holder | $261 | $15,759-98.3% | $14,398-98.2% | $14,365-98.2% |