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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 | $35,957 | $148,582-75.8% | $135,942-73.6% | $139,456-74.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 26.38% | 79.26%-52.9pp | 68.28%-41.9pp | 373.45%-347.1pp |
| Employer contribution / active EE | $2,128 | $5,245-59.4% | $4,858-56.2% | $4,753-55.2% |
| Participant deferral / active EE | $12,597 | $8,101+55.5% | $7,759+62.3% | $6,711+87.7% |
| Admin fee / account holder | $261 | $12,402-97.9% | $10,764-97.6% | $11,407-97.7% |