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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 | $66,640 | $196,972-66.2% | $182,262-63.4% | $198,609-66.4% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 21.11% | 158.27%-137.2pp | 140.60%-119.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $7,492 | $5,364+39.7% | $5,046+48.5% | $5,055+48.2% |
| Participant deferral / active EE | $5,771 | $8,643-33.2% | $8,276-30.3% | $6,977-17.3% |
| Admin fee / account holder | $281 | $18,429-98.5% | $16,712-98.3% | $19,030-98.5% |