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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 | $33,617 | $148,623-77.4% | $135,974-75.3% | $139,466-75.9% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 23.66% | 79.30%-55.6pp | 68.30%-44.6pp | 373.66%-350.0pp |
| Employer contribution / active EE | $3,025 | $5,246-42.3% | $4,859-37.7% | $4,754-36.4% |
| Participant deferral / active EE | $3,396 | $8,103-58.1% | $7,760-56.2% | $6,712-49.4% |
| Admin fee / account holder | $296 | $12,406-97.6% | $10,767-97.3% | $11,409-97.4% |