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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 | $32,377 | $172,111-81.2% | $150,298-78.5% | $137,256-76.4% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 20.56% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,491 | $4,636+18.4% | $4,154+32.2% | $4,156+32.1% |
| Participant deferral / active EE | $3,133 | $6,166-49.2% | $5,453-42.5% | $6,407-51.1% |
| Admin fee / account holder | $227 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |