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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 | $37,849 | $154,228-75.5% | $145,433-74.0% | $137,256-72.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 36.30% | 74.59%-38.3pp | 66.58%-30.3pp | 220.34%-184.0pp |
| Employer contribution / active EE | $4,039 | $4,804-15.9% | $4,554-11.3% | $4,156-2.8% |
| Participant deferral / active EE | $7,437 | $8,216-9.5% | $7,897-5.8% | $6,407+16.1% |
| Admin fee / account holder | $63 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |