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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 | $181,062-54.5% | $158,223-47.9% | $155,188-46.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 14.02% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $5,726 | $4,565+25.4% | $4,109+39.4% | $4,248+34.8% |
| Participant deferral / active EE | $4,122 | $6,134-32.8% | $5,467-24.6% | $6,531-36.9% |
| Admin fee / account holder | $205 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |