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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 | $37,520 | $178,174-78.9% | $156,181-76.0% | $137,256-72.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.42% | 84.19%-56.8pp | 64.87%-37.5pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,189 | $4,972-56.0% | $4,294-49.0% | $4,156-47.3% |
| Participant deferral / active EE | $9,350 | $6,888+35.7% | $6,132+52.5% | $6,407+45.9% |
| Admin fee / account holder | $2 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |