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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 | $41,397 | $162,136-74.5% | $152,301-72.8% | $154,746-73.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 22.81% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,949 | $4,890-60.2% | $4,624-57.9% | $4,379-55.5% |
| Participant deferral / active EE | $7,638 | $8,341-8.4% | $8,004-4.6% | $6,730+13.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |