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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 | $18,520 | $154,228-88.0% | $145,433-87.3% | $137,256-86.5% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 20.58% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,081 | $4,804-56.7% | $4,554-54.3% | $4,156-49.9% |
| Participant deferral / active EE | $7,082 | $8,216-13.8% | $7,897-10.3% | $6,407+10.5% |
| Admin fee / account holder | $109 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |