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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 | $58,621 | $172,111-65.9% | $150,298-61.0% | $137,256-57.3% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 14.52% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,335 | $4,636-49.6% | $4,154-43.8% | $4,156-43.8% |
| Participant deferral / active EE | $5,757 | $6,166-6.6% | $5,453+5.6% | $6,407-10.1% |
| Admin fee / account holder | $214 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |