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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 | $40,056 | $178,174-77.5% | $156,181-74.4% | $137,256-70.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 15.98% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,911 | $4,972-61.6% | $4,294-55.5% | $4,156-54.0% |
| Participant deferral / active EE | $6,351 | $6,888-7.8% | $6,132+3.6% | $6,407-0.9% |
| Admin fee / account holder | $144 | $17,404-99.2% | $14,586-99.0% | $12,270-98.8% |