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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 | $85,564 | $162,136-47.2% | $152,301-43.8% | $154,746-44.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 18.36% | 91.02%-72.7pp | 80.50%-62.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,355 | $4,890-51.8% | $4,624-49.1% | $4,379-46.2% |
| Participant deferral / active EE | $12,600 | $8,341+51.1% | $8,004+57.4% | $6,730+87.2% |
| Admin fee / account holder | $186 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |