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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 | $17,239 | $172,111-90.0% | $150,298-88.5% | $137,256-87.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 23.25% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,928 | $4,636-36.8% | $4,154-29.5% | $4,156-29.6% |
| Participant deferral / active EE | $6,127 | $6,166-0.6% | $5,453+12.4% | $6,407-4.4% |
| Admin fee / account holder | $208 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |