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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 | $39,797 | $172,111-76.9% | $150,298-73.5% | $137,256-71.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 24.98% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.4pp |
| Employer contribution / active EE | $3,302 | $4,636-28.8% | $4,154-20.5% | $4,156-20.6% |
| Participant deferral / active EE | $6,327 | $6,166+2.6% | $5,453+16.0% | $6,407-1.2% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |