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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 | $22,754 | $154,228-85.2% | $145,433-84.4% | $137,256-83.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 29.15% | 74.59%-45.4pp | 66.58%-37.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $4,548 | $4,804-5.3% | $4,554-0.1% | $4,156+9.4% |
| Participant deferral / active EE | $7,448 | $8,216-9.4% | $7,897-5.7% | $6,407+16.3% |
| Admin fee / account holder | $281 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |