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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 | $38,535 | $106,247-63.7% | $96,515-60.1% | $139,466-72.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 18.34% | 38.47%-20.1pp | 35.73%-17.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $4,076 | $4,106-0.7% | $3,740+9.0% | $4,754-14.3% |
| Participant deferral / active EE | $5,933 | $5,456+8.8% | $4,880+21.6% | $6,712-11.6% |
| Admin fee / account holder | $131 | $7,885-98.3% | $6,735-98.1% | $11,409-98.9% |