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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 | $13,539 | $174,379-92.2% | $152,093-91.1% | $138,895-90.3% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 27.25% | 74.86%-47.6pp | 66.36%-39.1pp | 145.39%-118.1pp |
| Employer contribution / active EE | $1,320 | $4,652-71.6% | $4,175-68.4% | $4,194-68.5% |
| Participant deferral / active EE | $3,271 | $6,159-46.9% | $5,451-40.0% | $6,396-48.9% |
| Admin fee / account holder | $6 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |