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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 | $41,829 | $154,228-72.9% | $145,433-71.2% | $137,256-69.5% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 20.07% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,962 | $4,804-38.3% | $4,554-35.0% | $4,156-28.7% |
| Participant deferral / active EE | $7,565 | $8,216-7.9% | $7,897-4.2% | $6,407+18.1% |
| Admin fee / account holder | $147 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |