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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 | $73,437 | $174,379-57.9% | $152,093-51.7% | $138,895-47.1% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 11.23% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $4,855 | $4,652+4.4% | $4,175+16.3% | $4,194+15.8% |
| Participant deferral / active EE | $6,225 | $6,159+1.1% | $5,451+14.2% | $6,396-2.7% |
| Admin fee / account holder | $289 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |