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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 | $36,397 | $201,344-81.9% | $184,243-80.2% | $145,877-75.0% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 14.56% | 29.01%-14.5pp | 28.82%-14.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $4,230 | $7,022-39.8% | $6,427-34.2% | $4,663-9.3% |
| Participant deferral / active EE | $5,516 | $9,807-43.8% | $9,132-39.6% | $6,691-17.6% |
| Admin fee / account holder | $157 | $16,382-99.0% | $13,914-98.9% | $13,402-98.8% |