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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 | $78,232 | $185,905-57.9% | $170,057-54.0% | $139,487-43.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 20.28% | 60.56%-40.3pp | 53.42%-33.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $4,639 | $7,597-38.9% | $6,790-31.7% | $4,755-2.4% |
| Participant deferral / active EE | $13,630 | $11,627+17.2% | $10,411+30.9% | $6,713+103.0% |
| Admin fee / account holder | $19 | $15,397-99.9% | $12,826-99.9% | $11,407-99.8% |