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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 | $117,001 | $185,312-36.9% | $161,489-27.5% | $154,746-24.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.08% | 103.84%-86.8pp | 89.72%-72.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,612 | $4,769-45.2% | $4,268-38.8% | $4,379-40.4% |
| Participant deferral / active EE | $5,879 | $6,350-7.4% | $5,630+4.4% | $6,730-12.7% |
| Admin fee / account holder | $150 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |