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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 | $64,432 | $172,111-62.6% | $150,298-57.1% | $137,256-53.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.10% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,076 | $4,636-55.2% | $4,154-50.0% | $4,156-50.0% |
| Participant deferral / active EE | $7,691 | $6,166+24.7% | $5,453+41.0% | $6,407+20.0% |
| Admin fee / account holder | $1 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |