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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 | $35,060 | $114,119-69.3% | $107,187-67.3% | $138,895-74.8% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.0%+1.2pp | 79.9%-3.7pp |
| Annual return | 22.57% | 273.21%-250.6pp | 204.55%-182.0pp | 145.39%-122.8pp |
| Employer contribution / active EE | $3,699 | $4,059-8.9% | $3,782-2.2% | $4,194-11.8% |
| Participant deferral / active EE | $3,752 | $5,538-32.2% | $5,096-26.4% | $6,396-41.3% |
| Admin fee / account holder | $109 | $10,024-98.9% | $9,162-98.8% | $12,562-99.1% |