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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 | $134,067 | $185,312-27.7% | $161,489-17.0% | $154,746-13.4% |
| Participation rate | 87.0% | 82.5%+4.5pp | 78.7%+8.3pp | 80.7%+6.3pp |
| Annual return | 12.17% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,051 | $4,769-57.0% | $4,268-52.0% | $4,379-53.2% |
| Participant deferral / active EE | $3,090 | $6,350-51.3% | $5,630-45.1% | $6,730-54.1% |
| Admin fee / account holder | $16 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |