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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 | $20,045 | $172,111-88.4% | $150,298-86.7% | $137,256-85.4% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 24.16% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $2,264 | $4,636-51.2% | $4,154-45.5% | $4,156-45.5% |
| Participant deferral / active EE | $3,048 | $6,166-50.6% | $5,453-44.1% | $6,407-52.4% |
| Admin fee / account holder | $178 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |