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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 | $29,815 | $112,729-73.6% | $98,716-69.8% | $137,256-78.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 25.64% | 38.48%-12.8pp | 31.81%-6.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $3,185 | $2,725+16.9% | $2,279+39.8% | $4,156-23.4% |
| Participant deferral / active EE | $3,484 | $4,640-24.9% | $4,048-13.9% | $6,407-45.6% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |