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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 | $72,623 | $154,228-52.9% | $145,433-50.1% | $137,256-47.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 20.32% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,781 | $4,804-42.1% | $4,554-38.9% | $4,156-33.1% |
| Participant deferral / active EE | $5,811 | $8,216-29.3% | $7,897-26.4% | $6,407-9.3% |
| Admin fee / account holder | $142 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |