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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 | $48,037 | $154,228-68.9% | $145,433-67.0% | $137,256-65.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 15.67% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,932 | $4,804-39.0% | $4,554-35.6% | $4,156-29.5% |
| Participant deferral / active EE | $4,467 | $8,216-45.6% | $7,897-43.4% | $6,407-30.3% |
| Admin fee / account holder | $23 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |