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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 | $34,304 | $155,555-77.9% | $146,866-76.6% | $155,188-77.9% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 31.98% | 115.41%-83.4pp | 102.85%-70.9pp | 148.84%-116.9pp |
| Employer contribution / active EE | $9,233 | $4,647+98.7% | $4,425+108.7% | $4,248+117.4% |
| Participant deferral / active EE | $3,746 | $8,044-53.4% | $7,759-51.7% | $6,531-42.7% |
| Admin fee / account holder | $25 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |