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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 | $60,312 | $181,062-66.7% | $158,223-61.9% | $155,188-61.1% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 60.02% | 57.39%+2.6pp | 52.09%+7.9pp | 148.84%-88.8pp |
| Employer contribution / active EE | $1,936 | $4,565-57.6% | $4,109-52.9% | $4,248-54.4% |
| Participant deferral / active EE | $2,200 | $6,134-64.1% | $5,467-59.8% | $6,531-66.3% |
| Admin fee / account holder | $166 | $18,825-99.1% | $16,047-99.0% | $14,480-98.9% |