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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 | $64,155 | $156,398-59.0% | $147,318-56.5% | $138,895-53.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 22.38% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,924 | $4,853-60.4% | $4,593-58.1% | $4,194-54.1% |
| Participant deferral / active EE | $7,048 | $8,237-14.4% | $7,906-10.9% | $6,396+10.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |