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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 | $30,453 | $172,111-82.3% | $150,298-79.7% | $137,256-77.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 22.69% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,301 | $4,636-71.9% | $4,154-68.7% | $4,156-68.7% |
| Participant deferral / active EE | $2,586 | $6,166-58.1% | $5,453-52.6% | $6,407-59.6% |
| Admin fee / account holder | $131 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |