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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 | $65,511 | $156,398-58.1% | $147,318-55.5% | $138,895-52.8% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 22.31% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $2,004 | $4,853-58.7% | $4,593-56.4% | $4,194-52.2% |
| Participant deferral / active EE | $9,668 | $8,237+17.4% | $7,906+22.3% | $6,396+51.2% |
| Admin fee / account holder | $240 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |