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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 | $74,877 | $183,516-59.2% | $155,534-51.9% | $145,884-48.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.55% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,030 | $5,315-61.8% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $6,037 | $6,467-6.6% | $5,630+7.2% | $6,690-9.8% |
| Admin fee / account holder | $166 | $19,293-99.1% | $15,900-99.0% | $13,392-98.8% |