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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 | $83,451 | $155,555-46.4% | $146,866-43.2% | $155,188-46.2% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.5%+10.8pp | 80.8%+12.5pp |
| Annual return | 16.23% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,595 | $4,647-44.1% | $4,425-41.3% | $4,248-38.9% |
| Participant deferral / active EE | $5,480 | $8,044-31.9% | $7,759-29.4% | $6,531-16.1% |
| Admin fee / account holder | $28 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |