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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 | $36,861 | $201,372-81.7% | $184,260-80.0% | $145,884-74.7% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 18.35% | 29.04%-10.7pp | 28.84%-10.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,407 | $7,024-65.7% | $6,427-62.5% | $4,662-48.4% |
| Participant deferral / active EE | $4,629 | $9,808-52.8% | $9,133-49.3% | $6,690-30.8% |
| Admin fee / account holder | $18 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |