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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 | $169,471 | $275,752-38.5% | $256,809-34.0% | $198,609-14.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.24% | 34.81%-17.6pp | 32.73%-15.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,658 | $7,721-65.6% | $7,263-63.4% | $5,055-47.4% |
| Participant deferral / active EE | $8,022 | $10,037-20.1% | $9,520-15.7% | $6,977+15.0% |
| Admin fee / account holder | $20 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |