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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 | $38,080 | $154,228-75.3% | $145,433-73.8% | $137,256-72.3% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 16.04% | 74.59%-58.6pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,779 | $4,804-42.2% | $4,554-39.0% | $4,156-33.1% |
| Participant deferral / active EE | $3,249 | $8,216-60.5% | $7,897-58.9% | $6,407-49.3% |
| Admin fee / account holder | $180 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |