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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 | $39,416 | $172,111-77.1% | $150,298-73.8% | $137,256-71.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 17.72% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,235 | $4,636-8.7% | $4,154+1.9% | $4,156+1.9% |
| Participant deferral / active EE | $9,299 | $6,166+50.8% | $5,453+70.5% | $6,407+45.1% |
| Admin fee / account holder | $246 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |