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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 | $185,312-68.4% | $161,489-63.7% | $154,746-62.1% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 14.52% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,335 | $4,769-51.0% | $4,268-45.3% | $4,379-46.7% |
| Participant deferral / active EE | $5,757 | $6,350-9.3% | $5,630+2.3% | $6,730-14.5% |
| Admin fee / account holder | $214 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |