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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 | $40,820 | $183,592-77.8% | $155,574-73.8% | $145,877-72.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 21.61% | 61.37%-39.8pp | 64.87%-43.3pp | 551.28%-529.7pp |
| Employer contribution / active EE | $5,278 | $5,317-0.7% | $4,676+12.9% | $4,663+13.2% |
| Participant deferral / active EE | $8,086 | $6,466+25.0% | $5,629+43.6% | $6,691+20.9% |
| Admin fee / account holder | $162 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |