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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 | $64,415 | $162,136-60.3% | $152,301-57.7% | $154,746-58.4% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 24.11% | 91.02%-66.9pp | 80.50%-56.4pp | 172.34%-148.2pp |
| Employer contribution / active EE | $9,199 | $4,890+88.1% | $4,624+98.9% | $4,379+110.1% |
| Participant deferral / active EE | $4,825 | $8,341-42.1% | $8,004-39.7% | $6,730-28.3% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |