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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 | $37,848 | $154,228-75.5% | $145,433-74.0% | $137,256-72.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,961 | $4,804-17.5% | $4,554-13.0% | $4,156-4.7% |
| Participant deferral / active EE | $6,938 | $8,216-15.6% | $7,897-12.1% | $6,407+8.3% |
| Admin fee / account holder | $213 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |