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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 | $88,504 | $174,379-49.2% | $152,093-41.8% | $138,895-36.3% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 15.97% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,622 | $4,652-43.6% | $4,175-37.2% | $4,194-37.5% |
| Participant deferral / active EE | $12,696 | $6,159+106.1% | $5,451+132.9% | $6,396+98.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |