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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 | $68,104 | $148,623-54.2% | $135,974-49.9% | $139,466-51.2% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 20.12% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $3,595 | $5,246-31.5% | $4,859-26.0% | $4,754-24.4% |
| Participant deferral / active EE | $8,047 | $8,103-0.7% | $7,760+3.7% | $6,712+19.9% |
| Admin fee / account holder | $185 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |