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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 | $100,381 | $90,509+10.9% | $78,693+27.6% | $273,968-63.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 6.74% | 75.61%-68.9pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $970 | $3,175-69.5% | $2,850-66.0% | $4,869-80.1% |
| Participant deferral / active EE | $4,530 | $3,901+16.1% | $3,517+28.8% | $5,287-14.3% |
| Admin fee / account holder | $283 | $5,264-94.6% | $4,511-93.7% | $10,132-97.2% |