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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 | $47,727 | $148,623-67.9% | $135,974-64.9% | $139,466-65.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 30.06% | 79.30%-49.2pp | 68.30%-38.2pp | 373.66%-343.6pp |
| Employer contribution / active EE | $3,864 | $5,246-26.4% | $4,859-20.5% | $4,754-18.7% |
| Participant deferral / active EE | $9,260 | $8,103+14.3% | $7,760+19.3% | $6,712+38.0% |
| Admin fee / account holder | $92 | $12,406-99.3% | $10,767-99.1% | $11,409-99.2% |