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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 | $18,043 | $185,312-90.3% | $161,489-88.8% | $154,746-88.3% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 23.17% | 103.84%-80.7pp | 89.72%-66.6pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,924 | $4,769-59.7% | $4,268-54.9% | $4,379-56.1% |
| Participant deferral / active EE | $3,876 | $6,350-39.0% | $5,630-31.2% | $6,730-42.4% |
| Admin fee / account holder | $158 | $18,654-99.2% | $16,006-99.0% | $14,365-98.9% |