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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 | $28,986 | $156,398-81.5% | $147,318-80.3% | $138,895-79.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 25.33% | 78.75%-53.4pp | 70.43%-45.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $3,806 | $4,853-21.6% | $4,593-17.1% | $4,194-9.2% |
| Participant deferral / active EE | $2,515 | $8,237-69.5% | $7,906-68.2% | $6,396-60.7% |
| Admin fee / account holder | $155 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |