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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 | $174,379-77.4% | $152,093-74.1% | $138,895-71.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 17.72% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $4,235 | $4,652-9.0% | $4,175+1.4% | $4,194+1.0% |
| Participant deferral / active EE | $9,299 | $6,159+51.0% | $5,451+70.6% | $6,396+45.4% |
| Admin fee / account holder | $246 | $16,880-98.5% | $14,497-98.3% | $12,562-98.0% |