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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 | $65,511 | $162,136-59.6% | $152,301-57.0% | $154,746-57.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 22.31% | 91.02%-68.7pp | 80.50%-58.2pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,004 | $4,890-59.0% | $4,624-56.7% | $4,379-54.2% |
| Participant deferral / active EE | $9,668 | $8,341+15.9% | $8,004+20.8% | $6,730+43.7% |
| Admin fee / account holder | $240 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |