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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 | $92,767 | $172,111-46.1% | $150,298-38.3% | $137,256-32.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 17.78% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,929 | $4,636-15.2% | $4,154-5.4% | $4,156-5.5% |
| Participant deferral / active EE | $6,656 | $6,166+8.0% | $5,453+22.1% | $6,407+3.9% |
| Admin fee / account holder | $59 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |