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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 | $22,796 | $106,247-78.5% | $96,515-76.4% | $139,466-83.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 34.31% | 38.47%-4.2pp | 35.73%-1.4pp | 373.66%-339.4pp |
| Employer contribution / active EE | $4,206 | $4,106+2.4% | $3,740+12.5% | $4,754-11.5% |
| Participant deferral / active EE | $8,505 | $5,456+55.9% | $4,880+74.3% | $6,712+26.7% |
| Admin fee / account holder | $78 | $7,885-99.0% | $6,735-98.8% | $11,409-99.3% |