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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 | $65,215 | $156,398-58.3% | $147,318-55.7% | $138,895-53.0% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 32.11% | 78.75%-46.6pp | 70.43%-38.3pp | 145.39%-113.3pp |
| Employer contribution / active EE | $1,994 | $4,853-58.9% | $4,593-56.6% | $4,194-52.5% |
| Participant deferral / active EE | $4,482 | $8,237-45.6% | $7,906-43.3% | $6,396-29.9% |
| Admin fee / account holder | $247 | $14,976-98.4% | $13,708-98.2% | $12,562-98.0% |