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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 | $21,462 | $154,228-86.1% | $145,433-85.2% | $137,256-84.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 18.41% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,786 | $4,804-42.0% | $4,554-38.8% | $4,156-33.0% |
| Participant deferral / active EE | $4,730 | $8,216-42.4% | $7,897-40.1% | $6,407-26.2% |
| Admin fee / account holder | $268 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |