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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 | $12,457 | $174,379-92.9% | $152,093-91.8% | $138,895-91.0% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 31.56% | 74.86%-43.3pp | 66.36%-34.8pp | 145.39%-113.8pp |
| Employer contribution / active EE | $1,943 | $4,652-58.2% | $4,175-53.5% | $4,194-53.7% |
| Participant deferral / active EE | $4,306 | $6,159-30.1% | $5,451-21.0% | $6,396-32.7% |
| Admin fee / account holder | $4 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |