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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 | $28,527 | $174,379-83.6% | $152,093-81.2% | $138,895-79.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 27.46% | 74.86%-47.4pp | 66.36%-38.9pp | 145.39%-117.9pp |
| Employer contribution / active EE | $2,718 | $4,652-41.6% | $4,175-34.9% | $4,194-35.2% |
| Participant deferral / active EE | $6,878 | $6,159+11.7% | $5,451+26.2% | $6,396+7.5% |
| Admin fee / account holder | $88 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |