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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 | $76,977 | $154,228-50.1% | $145,433-47.1% | $137,256-43.9% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 18.98% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,968 | $4,804+24.2% | $4,554+31.0% | $4,156+43.6% |
| Participant deferral / active EE | $13,807 | $8,216+68.0% | $7,897+74.8% | $6,407+115.5% |
| Admin fee / account holder | -$47 | $14,344-100.3% | $13,129-100.4% | $12,270-100.4% |