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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 | $33,675 | $178,174-81.1% | $156,181-78.4% | $137,256-75.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 23.16% | 84.19%-61.0pp | 64.87%-41.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,294 | $4,972-53.9% | $4,294-46.6% | $4,156-44.8% |
| Participant deferral / active EE | $7,059 | $6,888+2.5% | $6,132+15.1% | $6,407+10.2% |
| Admin fee / account holder | $73 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |