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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 | $53,762 | $174,379-69.2% | $152,093-64.7% | $138,895-61.3% |
| Participation rate | 94.7% | 81.6%+13.1pp | 77.8%+17.0pp | 79.9%+14.8pp |
| Annual return | 22.40% | 74.86%-52.5pp | 66.36%-44.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $5,495 | $4,652+18.1% | $4,175+31.6% | $4,194+31.0% |
| Participant deferral / active EE | $9,545 | $6,159+55.0% | $5,451+75.1% | $6,396+49.2% |
| Admin fee / account holder | $8 | $16,880-100.0% | $14,497-99.9% | $12,562-99.9% |