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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 | $174,379-82.5% | $152,093-80.0% | $138,895-78.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 22.69% | 74.86%-52.2pp | 66.36%-43.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $1,301 | $4,652-72.0% | $4,175-68.8% | $4,194-69.0% |
| Participant deferral / active EE | $2,586 | $6,159-58.0% | $5,451-52.6% | $6,396-59.6% |
| Admin fee / account holder | $131 | $16,880-99.2% | $14,497-99.1% | $12,562-99.0% |