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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 | $22,892 | $172,111-86.7% | $150,298-84.8% | $137,256-83.3% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 25.37% | 69.37%-44.0pp | 62.79%-37.4pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,408 | $4,636-48.1% | $4,154-42.0% | $4,156-42.1% |
| Participant deferral / active EE | $6,085 | $6,166-1.3% | $5,453+11.6% | $6,407-5.0% |
| Admin fee / account holder | $216 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |