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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 | $59,567 | $154,228-61.4% | $145,433-59.0% | $137,256-56.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 66.29% | 74.59%-8.3pp | 66.58%-0.3pp | 220.34%-154.1pp |
| Employer contribution / active EE | $5,908 | $4,804+23.0% | $4,554+29.7% | $4,156+42.2% |
| Participant deferral / active EE | $9,683 | $8,216+17.8% | $7,897+22.6% | $6,407+51.1% |
| Admin fee / account holder | $13 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |