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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 | $162,136-72.6% | $152,301-70.9% | $154,746-71.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 22.86% | 91.02%-68.2pp | 80.50%-57.6pp | 172.34%-149.5pp |
| Employer contribution / active EE | $4,463 | $4,890-8.7% | $4,624-3.5% | $4,379+1.9% |
| Participant deferral / active EE | $7,838 | $8,341-6.0% | $8,004-2.1% | $6,730+16.5% |
| Admin fee / account holder | $206 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |