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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 | $40,381 | $185,312-78.2% | $161,489-75.0% | $154,746-73.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 21.71% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,758 | $4,769-42.2% | $4,268-35.4% | $4,379-37.0% |
| Participant deferral / active EE | $6,945 | $6,350+9.4% | $5,630+23.4% | $6,730+3.2% |
| Admin fee / account holder | $265 | $18,654-98.6% | $16,006-98.3% | $14,365-98.2% |