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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 | $156,398-78.9% | $147,318-77.6% | $138,895-76.2% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 31.13% | 78.75%-47.6pp | 70.43%-39.3pp | 145.39%-114.3pp |
| Employer contribution / active EE | $1,262 | $4,853-74.0% | $4,593-72.5% | $4,194-69.9% |
| Participant deferral / active EE | $8,415 | $8,237+2.2% | $7,906+6.4% | $6,396+31.6% |
| Admin fee / account holder | $176 | $14,976-98.8% | $13,708-98.7% | $12,562-98.6% |