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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 | $34,116 | $183,516-81.4% | $155,534-78.1% | $145,884-76.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.68% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,903 | $5,315-45.4% | $4,675-37.9% | $4,662-37.7% |
| Participant deferral / active EE | $7,888 | $6,467+22.0% | $5,630+40.1% | $6,690+17.9% |
| Admin fee / account holder | $193 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |