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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 | $31,642 | $223,823-85.9% | $211,142-85.0% | $154,746-79.6% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 23.68% | 50.39%-26.7pp | 46.84%-23.2pp | 172.34%-148.7pp |
| Employer contribution / active EE | $4,145 | $6,787-38.9% | $6,442-35.7% | $4,379-5.3% |
| Participant deferral / active EE | $5,909 | $9,750-39.4% | $9,284-36.4% | $6,730-12.2% |
| Admin fee / account holder | $26 | $19,707-99.9% | $19,076-99.9% | $14,365-99.8% |