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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 | $174,379-88.5% | $152,093-86.8% | $138,895-85.6% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 24.16% | 74.86%-50.7pp | 66.36%-42.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $2,264 | $4,652-51.3% | $4,175-45.8% | $4,194-46.0% |
| Participant deferral / active EE | $3,048 | $6,159-50.5% | $5,451-44.1% | $6,396-52.3% |
| Admin fee / account holder | $178 | $16,880-98.9% | $14,497-98.8% | $12,562-98.6% |