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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 | $31,631 | $154,228-79.5% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 34.45% | 74.59%-40.1pp | 66.58%-32.1pp | 220.34%-185.9pp |
| Employer contribution / active EE | $2,671 | $4,804-44.4% | $4,554-41.3% | $4,156-35.7% |
| Participant deferral / active EE | $5,743 | $8,216-30.1% | $7,897-27.3% | $6,407-10.4% |
| Admin fee / account holder | $108 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |