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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 | $185,312-49.9% | $161,489-42.6% | $154,746-40.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 17.78% | 103.84%-86.1pp | 89.72%-71.9pp | 172.34%-154.6pp |
| Employer contribution / active EE | $3,929 | $4,769-17.6% | $4,268-7.9% | $4,379-10.3% |
| Participant deferral / active EE | $6,656 | $6,350+4.8% | $5,630+18.2% | $6,730-1.1% |
| Admin fee / account holder | $59 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |