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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 | $51,390 | $154,228-66.7% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 23.19% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,203 | $4,804-33.3% | $4,554-29.7% | $4,156-22.9% |
| Participant deferral / active EE | $5,307 | $8,216-35.4% | $7,897-32.8% | $6,407-17.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |