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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 | $59,759 | $154,228-61.3% | $145,433-58.9% | $137,256-56.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.05% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,179 | $8,216-24.8% | $7,897-21.8% | $6,407-3.6% |
| Admin fee / account holder | $225 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |