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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 | $40,034 | $115,917-65.5% | $100,535-60.2% | $158,982-74.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 35.47% | 34.80%+0.7pp | 30.90%+4.6pp | 302.99%-267.5pp |
| Employer contribution / active EE | $3,157 | $4,105-23.1% | $3,419-7.7% | $4,763-33.7% |
| Participant deferral / active EE | $8,925 | $6,677+33.7% | $6,271+42.3% | $5,983+49.2% |
| Admin fee / account holder | $17 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |