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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 | $22,981 | $112,729-79.6% | $98,716-76.7% | $137,256-83.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 20.46% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,672 | $2,725-1.9% | $2,279+17.3% | $4,156-35.7% |
| Participant deferral / active EE | $2,600 | $4,640-44.0% | $4,048-35.8% | $6,407-59.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |