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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 | $47,146 | $100,970-53.3% | $96,576-51.2% | $137,256-65.7% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 23.80% | 38.16%-14.4pp | 38.47%-14.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $3,997 | $3,809+4.9% | $3,553+12.5% | $4,156-3.8% |
| Participant deferral / active EE | $14,916 | $8,286+80.0% | $7,956+87.5% | $6,407+132.8% |
| Admin fee / account holder | $240 | $11,312-97.9% | $11,381-97.9% | $12,270-98.0% |