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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 | $33,067 | $154,228-78.6% | $145,433-77.3% | $137,256-75.9% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 31.13% | 74.59%-43.5pp | 66.58%-35.4pp | 220.34%-189.2pp |
| Employer contribution / active EE | $1,262 | $4,804-73.7% | $4,554-72.3% | $4,156-69.6% |
| Participant deferral / active EE | $8,415 | $8,216+2.4% | $7,897+6.6% | $6,407+31.3% |
| Admin fee / account holder | $176 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |