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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 | $24,039 | $167,352-85.6% | $143,788-83.3% | $134,509-82.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 28.52% | 0.47%+28.0pp | -0.03%+28.5pp | 418.13%-389.6pp |
| Employer contribution / active EE | $2,034 | $5,620-63.8% | $4,952-58.9% | $4,741-57.1% |
| Participant deferral / active EE | $5,073 | $6,447-21.3% | $5,638-10.0% | $6,400-20.7% |
| Admin fee / account holder | $183 | $18,091-99.0% | $14,675-98.8% | $11,427-98.4% |