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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 | $172,111-83.4% | $150,298-81.0% | $137,256-79.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 27.46% | 69.37%-41.9pp | 62.79%-35.3pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,718 | $4,636-41.4% | $4,154-34.6% | $4,156-34.6% |
| Participant deferral / active EE | $6,878 | $6,166+11.6% | $5,453+26.1% | $6,407+7.4% |
| Admin fee / account holder | $88 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |