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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 | $41,991 | $154,228-72.8% | $145,433-71.1% | $137,256-69.4% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 14.58% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,768 | $4,804+20.1% | $4,554+26.6% | $4,156+38.8% |
| Participant deferral / active EE | $3,272 | $8,216-60.2% | $7,897-58.6% | $6,407-48.9% |
| Admin fee / account holder | $36 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |