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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 | $43,104 | $178,174-75.8% | $156,181-72.4% | $137,256-68.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 21.27% | 84.19%-62.9pp | 64.87%-43.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,775 | $4,972-24.1% | $4,294-12.1% | $4,156-9.2% |
| Participant deferral / active EE | $9,394 | $6,888+36.4% | $6,132+53.2% | $6,407+46.6% |
| Admin fee / account holder | $218 | $17,404-98.7% | $14,586-98.5% | $12,270-98.2% |