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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 | $19,930 | $183,516-89.1% | $155,534-87.2% | $145,884-86.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.83% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $4,611 | $5,315-13.2% | $4,675-1.4% | $4,662-1.1% |
| Participant deferral / active EE | $5,980 | $6,467-7.5% | $5,630+6.2% | $6,690-10.6% |
| Admin fee / account holder | $182 | $19,293-99.1% | $15,900-98.9% | $13,392-98.6% |