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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 | $37,308 | $154,228-75.8% | $145,433-74.3% | $137,256-72.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 19.09% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,403 | $4,804-70.8% | $4,554-69.2% | $4,156-66.2% |
| Participant deferral / active EE | $3,423 | $8,216-58.3% | $7,897-56.7% | $6,407-46.6% |
| Admin fee / account holder | $255 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |