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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 | $43,406 | $154,228-71.9% | $145,433-70.2% | $137,256-68.4% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 36.41% | 74.59%-38.2pp | 66.58%-30.2pp | 220.34%-183.9pp |
| Employer contribution / active EE | $5,604 | $4,804+16.7% | $4,554+23.0% | $4,156+34.8% |
| Participant deferral / active EE | $10,905 | $8,216+32.7% | $7,897+38.1% | $6,407+70.2% |
| Admin fee / account holder | $234 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |