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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 | $42,893 | $227,291-81.1% | $214,702-80.0% | $155,188-72.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 23.81% | 60.08%-36.3pp | 54.55%-30.7pp | 148.84%-125.0pp |
| Employer contribution / active EE | $4,314 | $6,772-36.3% | $6,461-33.2% | $4,248+1.6% |
| Participant deferral / active EE | $11,833 | $9,582+23.5% | $9,147+29.4% | $6,531+81.2% |
| Admin fee / account holder | $178 | $20,413-99.1% | $19,830-99.1% | $14,480-98.8% |