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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 | $72,166 | $185,312-61.1% | $161,489-55.3% | $154,746-53.4% |
| Participation rate | 84.2% | 82.5%+1.7pp | 78.7%+5.5pp | 80.7%+3.5pp |
| Annual return | 19.00% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,981 | $4,769-58.5% | $4,268-53.6% | $4,379-54.8% |
| Participant deferral / active EE | $4,417 | $6,350-30.4% | $5,630-21.5% | $6,730-34.4% |
| Admin fee / account holder | $225 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |