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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 | $33,187 | $185,312-82.1% | $161,489-79.4% | $154,746-78.6% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.7%+8.0pp | 80.7%+6.0pp |
| Annual return | 24.19% | 103.84%-79.7pp | 89.72%-65.5pp | 172.34%-148.2pp |
| Employer contribution / active EE | $2,766 | $4,769-42.0% | $4,268-35.2% | $4,379-36.8% |
| Participant deferral / active EE | $5,761 | $6,350-9.3% | $5,630+2.3% | $6,730-14.4% |
| Admin fee / account holder | $18 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |