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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 | $76,553 | $139,948-45.3% | $121,663-37.1% | $154,746-50.5% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 20.37% | 230.52%-210.1pp | 147.54%-127.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,148 | $3,521-10.6% | $3,020+4.2% | $4,379-28.1% |
| Participant deferral / active EE | $17,649 | $5,629+213.5% | $4,887+261.1% | $6,730+162.2% |
| Admin fee / account holder | $40 | $17,321-99.8% | $14,289-99.7% | $14,365-99.7% |