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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 | $88,448 | $212,386-58.4% | $199,883-55.7% | $138,895-36.3% |
| Participation rate | 94.4% | 87.4%+7.1pp | 86.8%+7.7pp | 79.9%+14.5pp |
| Annual return | 22.09% | 47.75%-25.7pp | 43.81%-21.7pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,218 | $6,625-66.5% | $6,261-64.6% | $4,194-47.1% |
| Participant deferral / active EE | $6,825 | $9,617-29.0% | $9,138-25.3% | $6,396+6.7% |
| Admin fee / account holder | $77 | $18,233-99.6% | $17,268-99.6% | $12,562-99.4% |