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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 | $42,495 | $154,228-72.4% | $145,433-70.8% | $137,256-69.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 21.05% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,138 | $4,804-55.5% | $4,554-53.1% | $4,156-48.6% |
| Participant deferral / active EE | $4,116 | $8,216-49.9% | $7,897-47.9% | $6,407-35.8% |
| Admin fee / account holder | $205 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |