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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 | $28,986 | $154,228-81.2% | $145,433-80.1% | $137,256-78.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 25.33% | 74.59%-49.3pp | 66.58%-41.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,806 | $4,804-20.8% | $4,554-16.4% | $4,156-8.4% |
| Participant deferral / active EE | $2,515 | $8,216-69.4% | $7,897-68.2% | $6,407-60.8% |
| Admin fee / account holder | $155 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |