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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 | $212,386-56.2% | $199,883-53.5% | $138,895-33.1% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 16.41% | 47.75%-31.3pp | 43.81%-27.4pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,952 | $6,625-70.5% | $6,261-68.8% | $4,194-53.5% |
| Participant deferral / active EE | $4,549 | $9,617-52.7% | $9,138-50.2% | $6,396-28.9% |
| Admin fee / account holder | $43 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |