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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 | $34,244 | $185,312-81.5% | $161,489-78.8% | $154,746-77.9% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.7%+6.3pp | 80.7%+4.3pp |
| Annual return | 25.24% | 103.84%-78.6pp | 89.72%-64.5pp | 172.34%-147.1pp |
| Employer contribution / active EE | $2,625 | $4,769-45.0% | $4,268-38.5% | $4,379-40.1% |
| Participant deferral / active EE | $8,162 | $6,350+28.5% | $5,630+45.0% | $6,730+21.3% |
| Admin fee / account holder | $134 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |