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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 | $66,153 | $178,174-62.9% | $156,181-57.6% | $137,256-51.8% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.8%+14.5pp | 80.0%+13.4pp |
| Annual return | 18.01% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,679 | $4,972-26.0% | $4,294-14.3% | $4,156-11.5% |
| Participant deferral / active EE | $13,694 | $6,888+98.8% | $6,132+123.3% | $6,407+113.7% |
| Admin fee / account holder | $7 | $17,404-100.0% | $14,586-100.0% | $12,270-99.9% |