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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 | $92,985 | $209,336-55.6% | $197,124-52.8% | $137,256-32.3% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 16.41% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,952 | $6,591-70.4% | $6,227-68.7% | $4,156-53.0% |
| Participant deferral / active EE | $4,549 | $9,614-52.7% | $9,135-50.2% | $6,407-29.0% |
| Admin fee / account holder | $43 | $17,308-99.8% | $16,298-99.7% | $12,270-99.7% |