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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 | $37,372 | $156,398-76.1% | $147,318-74.6% | $138,895-73.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 22.40% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $2,126 | $4,853-56.2% | $4,593-53.7% | $4,194-49.3% |
| Participant deferral / active EE | $3,162 | $8,237-61.6% | $7,906-60.0% | $6,396-50.6% |
| Admin fee / account holder | $80 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |