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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 | $68,618 | $223,823-69.3% | $211,142-67.5% | $154,746-55.7% |
| Participation rate | 90.9% | 87.9%+3.1pp | 87.3%+3.6pp | 80.7%+10.2pp |
| Annual return | 19.15% | 50.39%-31.2pp | 46.84%-27.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,329 | $6,787-50.9% | $6,442-48.3% | $4,379-24.0% |
| Participant deferral / active EE | $6,476 | $9,750-33.6% | $9,284-30.2% | $6,730-3.8% |
| Admin fee / account holder | $1 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |