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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 | $45,417 | $172,111-73.6% | $150,298-69.8% | $137,256-66.9% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 22.67% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $4,372 | $4,636-5.7% | $4,154+5.2% | $4,156+5.2% |
| Participant deferral / active EE | $10,234 | $6,166+66.0% | $5,453+87.7% | $6,407+59.7% |
| Admin fee / account holder | $6 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |