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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 | $39,472 | $174,379-77.4% | $152,093-74.0% | $138,895-71.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 25.33% | 74.86%-49.5pp | 66.36%-41.0pp | 145.39%-120.1pp |
| Employer contribution / active EE | $3,716 | $4,652-20.1% | $4,175-11.0% | $4,194-11.4% |
| Participant deferral / active EE | $5,008 | $6,159-18.7% | $5,451-8.1% | $6,396-21.7% |
| Admin fee / account holder | $205 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |