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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 | $66,640 | $154,228-56.8% | $145,433-54.2% | $137,256-51.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 21.11% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $7,492 | $4,804+56.0% | $4,554+64.5% | $4,156+80.3% |
| Participant deferral / active EE | $5,771 | $8,216-29.8% | $7,897-26.9% | $6,407-9.9% |
| Admin fee / account holder | $281 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |