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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 | $47,619 | $154,228-69.1% | $145,433-67.3% | $137,256-65.3% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.2pp | 80.0%+1.0pp |
| Annual return | 70.68% | 74.59%-3.9pp | 66.58%+4.1pp | 220.34%-149.7pp |
| Employer contribution / active EE | $3,912 | $4,804-18.6% | $4,554-14.1% | $4,156-5.9% |
| Participant deferral / active EE | $7,830 | $8,216-4.7% | $7,897-0.8% | $6,407+22.2% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |