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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 | $35,022 | $165,381-78.8% | $149,730-76.6% | $158,966-78.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 22.26% | 348.29%-326.0pp | 276.70%-254.4pp | 302.95%-280.7pp |
| Employer contribution / active EE | $1,078 | $5,104-78.9% | $4,645-76.8% | $4,762-77.4% |
| Participant deferral / active EE | $8,113 | $7,182+13.0% | $6,843+18.6% | $5,983+35.6% |
| Admin fee / account holder | $127 | $10,809-98.8% | $9,310-98.6% | $11,250-98.9% |