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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 | $27,133 | $209,336-87.0% | $197,124-86.2% | $137,256-80.2% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 35.18% | 48.09%-12.9pp | 44.34%-9.2pp | 220.34%-185.2pp |
| Employer contribution / active EE | $3,379 | $6,591-48.7% | $6,227-45.7% | $4,156-18.7% |
| Participant deferral / active EE | $5,160 | $9,614-46.3% | $9,135-43.5% | $6,407-19.5% |
| Admin fee / account holder | $97 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |