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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 | $74,062 | $211,288-64.9% | $178,540-58.5% | $145,884-49.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.23% | 30.27%-16.0pp | 27.15%-12.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $4,633 | $4,574+1.3% | $3,953+17.2% | $4,662-0.6% |
| Participant deferral / active EE | $8,792 | $6,967+26.2% | $6,281+40.0% | $6,690+31.4% |
| Admin fee / account holder | $10 | $12,105-99.9% | $10,424-99.9% | $13,392-99.9% |