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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 | $47,356 | $165,381-71.4% | $149,730-68.4% | $158,966-70.2% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 23.18% | 348.29%-325.1pp | 276.70%-253.5pp | 302.95%-279.8pp |
| Employer contribution / active EE | $2,394 | $5,104-53.1% | $4,645-48.5% | $4,762-49.7% |
| Participant deferral / active EE | $5,562 | $7,182-22.6% | $6,843-18.7% | $5,983-7.0% |
| Admin fee / account holder | $32 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |