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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 | $70,818 | $183,627-61.4% | $155,602-54.5% | $145,978-51.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.95% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $3,486 | $5,316-34.4% | $4,675-25.4% | $4,662-25.2% |
| Participant deferral / active EE | $8,120 | $6,466+25.6% | $5,629+44.3% | $6,690+21.4% |
| Admin fee / account holder | $201 | $19,327-99.0% | $15,923-98.7% | $13,400-98.5% |