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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 | $71,627 | $156,398-54.2% | $147,318-51.4% | $138,895-48.4% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 19.79% | 78.75%-59.0pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $3,892 | $4,853-19.8% | $4,593-15.3% | $4,194-7.2% |
| Participant deferral / active EE | $7,672 | $8,237-6.9% | $7,906-3.0% | $6,396+20.0% |
| Admin fee / account holder | $110 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |