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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 | $24,800 | $87,166-71.5% | $76,735-67.7% | $137,256-81.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 22.63% | 26.50%-3.9pp | 29.77%-7.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,727 | $2,904-40.5% | $2,454-29.6% | $4,156-58.4% |
| Participant deferral / active EE | $5,979 | $4,726+26.5% | $4,088+46.3% | $6,407-6.7% |
| Admin fee / account holder | $144 | $8,403-98.3% | $7,189-98.0% | $12,270-98.8% |