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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 | $185,312-75.5% | $161,489-71.9% | $154,746-70.7% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 22.67% | 103.84%-81.2pp | 89.72%-67.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $4,372 | $4,769-8.3% | $4,268+2.4% | $4,379-0.2% |
| Participant deferral / active EE | $10,234 | $6,350+61.2% | $5,630+81.8% | $6,730+52.1% |
| Admin fee / account holder | $6 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |