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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 | $70,047 | $178,174-60.7% | $156,181-55.2% | $137,256-49.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 21.04% | 84.19%-63.1pp | 64.87%-43.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,889 | $4,972-41.9% | $4,294-32.7% | $4,156-30.5% |
| Participant deferral / active EE | $6,271 | $6,888-9.0% | $6,132+2.3% | $6,407-2.1% |
| Admin fee / account holder | $34 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |