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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 | $36,829 | $156,398-76.5% | $147,318-75.0% | $138,895-73.5% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 20.77% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $2,822 | $4,853-41.8% | $4,593-38.6% | $4,194-32.7% |
| Participant deferral / active EE | $4,436 | $8,237-46.1% | $7,906-43.9% | $6,396-30.6% |
| Admin fee / account holder | $1 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |