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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 | $19,804 | $162,136-87.8% | $152,301-87.0% | $154,746-87.2% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 25.78% | 91.02%-65.2pp | 80.50%-54.7pp | 172.34%-146.6pp |
| Employer contribution / active EE | $3,992 | $4,890-18.4% | $4,624-13.7% | $4,379-8.8% |
| Participant deferral / active EE | $4,145 | $8,341-50.3% | $8,004-48.2% | $6,730-38.4% |
| Admin fee / account holder | $178 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |