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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 | $58,405 | $165,381-64.7% | $149,730-61.0% | $158,966-63.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 29.37% | 348.29%-318.9pp | 276.70%-247.3pp | 302.95%-273.6pp |
| Employer contribution / active EE | $3,708 | $5,104-27.3% | $4,645-20.2% | $4,762-22.1% |
| Participant deferral / active EE | $9,218 | $7,182+28.3% | $6,843+34.7% | $5,983+54.1% |
| Admin fee / account holder | $240 | $10,809-97.8% | $9,310-97.4% | $11,250-97.9% |