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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 | $34,266 | $155,555-78.0% | $146,866-76.7% | $155,188-77.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 19.60% | 115.41%-95.8pp | 102.85%-83.3pp | 148.84%-129.2pp |
| Employer contribution / active EE | $1,966 | $4,647-57.7% | $4,425-55.6% | $4,248-53.7% |
| Participant deferral / active EE | $9,473 | $8,044+17.8% | $7,759+22.1% | $6,531+45.0% |
| Admin fee / account holder | $134 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |