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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 | $84,779 | $185,312-54.3% | $161,489-47.5% | $154,746-45.2% |
| Participation rate | 95.2% | 82.5%+12.8pp | 78.7%+16.5pp | 80.7%+14.5pp |
| Annual return | 34.20% | 103.84%-69.6pp | 89.72%-55.5pp | 172.34%-138.1pp |
| Employer contribution / active EE | $2,360 | $4,769-50.5% | $4,268-44.7% | $4,379-46.1% |
| Participant deferral / active EE | $5,735 | $6,350-9.7% | $5,630+1.9% | $6,730-14.8% |
| Admin fee / account holder | $203 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |