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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 | $54,457 | $156,398-65.2% | $147,318-63.0% | $138,895-60.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 15.92% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,365 | $4,853-51.3% | $4,593-48.5% | $4,194-43.6% |
| Participant deferral / active EE | $5,955 | $8,237-27.7% | $7,906-24.7% | $6,396-6.9% |
| Admin fee / account holder | $180 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |