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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 | $39,646 | $154,228-74.3% | $145,433-72.7% | $137,256-71.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 22.13% | 74.59%-52.5pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,635 | $4,804-45.1% | $4,554-42.1% | $4,156-36.6% |
| Participant deferral / active EE | $5,191 | $8,216-36.8% | $7,897-34.3% | $6,407-19.0% |
| Admin fee / account holder | $298 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |