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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 | $25,379 | $155,555-83.7% | $146,866-82.7% | $155,188-83.6% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 28.13% | 115.41%-87.3pp | 102.85%-74.7pp | 148.84%-120.7pp |
| Employer contribution / active EE | $3,439 | $4,647-26.0% | $4,425-22.3% | $4,248-19.0% |
| Participant deferral / active EE | $7,266 | $8,044-9.7% | $7,759-6.4% | $6,531+11.2% |
| Admin fee / account holder | $93 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |