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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 | $55,615 | $181,062-69.3% | $158,223-64.8% | $155,188-64.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 15.94% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.9pp |
| Employer contribution / active EE | $959 | $4,565-79.0% | $4,109-76.7% | $4,248-77.4% |
| Participant deferral / active EE | $7,996 | $6,134+30.3% | $5,467+46.3% | $6,531+22.4% |
| Admin fee / account holder | $133 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |