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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 | $86,561 | $174,379-50.4% | $152,093-43.1% | $138,895-37.7% |
| Participation rate | 88.2% | 81.6%+6.6pp | 77.8%+10.5pp | 79.9%+8.3pp |
| Annual return | 19.35% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,443 | $4,652-69.0% | $4,175-65.4% | $4,194-65.6% |
| Participant deferral / active EE | $4,383 | $6,159-28.8% | $5,451-19.6% | $6,396-31.5% |
| Admin fee / account holder | $48 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |