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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 | $43,212 | $181,062-76.1% | $158,223-72.7% | $155,188-72.2% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 22.10% | 57.39%-35.3pp | 52.09%-30.0pp | 148.84%-126.7pp |
| Employer contribution / active EE | $3,311 | $4,565-27.5% | $4,109-19.4% | $4,248-22.0% |
| Participant deferral / active EE | $7,086 | $6,134+15.5% | $5,467+29.6% | $6,531+8.5% |
| Admin fee / account holder | $148 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |