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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 | $41,838 | $154,228-72.9% | $145,433-71.2% | $137,256-69.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 26.41% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $2,354 | $4,804-51.0% | $4,554-48.3% | $4,156-43.4% |
| Participant deferral / active EE | $5,574 | $8,216-32.2% | $7,897-29.4% | $6,407-13.0% |
| Admin fee / account holder | $80 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |