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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 | $71,695 | $172,111-58.3% | $150,298-52.3% | $137,256-47.8% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 17.94% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $10,354 | $4,636+123.3% | $4,154+149.3% | $4,156+149.1% |
| Participant deferral / active EE | $5,906 | $6,166-4.2% | $5,453+8.3% | $6,407-7.8% |
| Admin fee / account holder | $24 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |