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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 | $55,662 | $154,228-63.9% | $145,433-61.7% | $137,256-59.4% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 20.15% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,689 | $4,804-64.8% | $4,554-62.9% | $4,156-59.4% |
| Participant deferral / active EE | $3,921 | $8,216-52.3% | $7,897-50.4% | $6,407-38.8% |
| Admin fee / account holder | $240 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |