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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 | $13,045 | $97,125-86.6% | $86,233-84.9% | $137,256-90.5% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.0%+25.1pp | 80.0%+14.2pp |
| Annual return | 27.44% | 74.19%-46.8pp | 61.39%-34.0pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,023 | $2,841-28.8% | $2,504-19.2% | $4,156-51.3% |
| Participant deferral / active EE | $5,233 | $5,180+1.0% | $4,559+14.8% | $6,407-18.3% |
| Admin fee / account holder | $155 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |