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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 | $82,403 | $185,312-55.5% | $161,489-49.0% | $154,746-46.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 14.02% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $5,726 | $4,769+20.1% | $4,268+34.1% | $4,379+30.8% |
| Participant deferral / active EE | $4,122 | $6,350-35.1% | $5,630-26.8% | $6,730-38.8% |
| Admin fee / account holder | $205 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |