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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 | $46,800 | $127,386-63.3% | $115,037-59.3% | $125,388-62.7% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | 7.78% | 31.28%-23.5pp | 26.14%-18.4pp | 282.24%-274.5pp |
| Employer contribution / active EE | $5,747 | $5,166+11.2% | $4,608+24.7% | $4,866+18.1% |
| Participant deferral / active EE | $11,203 | $6,423+74.4% | $6,026+85.9% | $5,352+109.3% |
| Admin fee / account holder | $227 | $9,516-97.6% | $8,175-97.2% | $9,541-97.6% |