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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 | $44,345 | $154,228-71.2% | $145,433-69.5% | $137,256-67.7% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 22.86% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,463 | $4,804-7.1% | $4,554-2.0% | $4,156+7.4% |
| Participant deferral / active EE | $7,838 | $8,216-4.6% | $7,897-0.7% | $6,407+22.3% |
| Admin fee / account holder | $206 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |