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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 | $33,187 | $172,111-80.7% | $150,298-77.9% | $137,256-75.8% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 24.19% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $2,766 | $4,636-40.3% | $4,154-33.4% | $4,156-33.4% |
| Participant deferral / active EE | $5,761 | $6,166-6.6% | $5,453+5.7% | $6,407-10.1% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |