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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 | $99,735 | $185,312-46.2% | $161,489-38.2% | $154,746-35.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.00% | 103.84%-78.8pp | 89.72%-64.7pp | 172.34%-147.3pp |
| Employer contribution / active EE | $3,038 | $4,769-36.3% | $4,268-28.8% | $4,379-30.6% |
| Participant deferral / active EE | $7,718 | $6,350+21.5% | $5,630+37.1% | $6,730+14.7% |
| Admin fee / account holder | $76 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |