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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 | $46,050 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 22.50% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,910 | $4,804-39.4% | $4,554-36.1% | $4,156-30.0% |
| Participant deferral / active EE | $7,698 | $8,216-6.3% | $7,897-2.5% | $6,407+20.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |