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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 | $57,893 | $174,379-66.8% | $152,093-61.9% | $138,895-58.3% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 17.01% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $5,285 | $4,652+13.6% | $4,175+26.6% | $4,194+26.0% |
| Participant deferral / active EE | $4,520 | $6,159-26.6% | $5,451-17.1% | $6,396-29.3% |
| Admin fee / account holder | $143 | $16,880-99.2% | $14,497-99.0% | $12,562-98.9% |