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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 | $156,398-76.1% | $147,318-74.7% | $138,895-73.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 19.09% | 78.75%-59.7pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,403 | $4,853-71.1% | $4,593-69.5% | $4,194-66.6% |
| Participant deferral / active EE | $3,423 | $8,237-58.4% | $7,906-56.7% | $6,396-46.5% |
| Admin fee / account holder | $255 | $14,976-98.3% | $13,708-98.1% | $12,562-98.0% |