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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 | $50,362 | $135,956-63.0% | $123,894-59.4% | $273,972-81.6% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 17.00% | 56.63%-39.6pp | 47.52%-30.5pp | 41.46%-24.5pp |
| Employer contribution / active EE | $5,254 | $5,170+1.6% | $4,617+13.8% | $4,869+7.9% |
| Participant deferral / active EE | $6,541 | $6,343+3.1% | $5,984+9.3% | $5,287+23.7% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |