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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 | $39,823 | $156,398-74.5% | $147,318-73.0% | $138,895-71.3% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.8pp | 79.9%+1.3pp |
| Annual return | 22.41% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $3,074 | $4,853-36.7% | $4,593-33.1% | $4,194-26.7% |
| Participant deferral / active EE | $7,222 | $8,237-12.3% | $7,906-8.7% | $6,396+12.9% |
| Admin fee / account holder | $63 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |