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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 | $85,099 | $185,312-54.1% | $161,489-47.3% | $154,746-45.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 21.74% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,574 | $4,769-67.0% | $4,268-63.1% | $4,379-64.0% |
| Participant deferral / active EE | $7,702 | $6,350+21.3% | $5,630+36.8% | $6,730+14.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |